Our Approach

The valuable tax reliefs available to 'approved' pension arrangements mean that they invariably form a key component of private and corporate wealth management strategies. Pension expertise is also becoming increasingly important owing to advances in the flexibility of the available arrangements.

Private Clients

Retirement income often comes from a variety of sources including pension schemes and investments. Our comprehensive review will ensure that they are managed efficiently, which may involve the possibility of consolidating them into one easily managed portfolio.

Business Clients

Pension planning is a key component in the remuneration package for directors, senior executives, business owners and partners. Pension arrangements can be a very useful financial planning tool, particularly for owner-managed businesses.

Pension schemes and other employee benefit schemes are also a key element in staff recruitment, motivation and retention.

Mark Burrell heads Balmoral's pension department.

Scott Snedden is our employee benefits manager.