Pensions Archives - Page 3 of 6 - Oaktree Financial Services

Executive Pensions

by Adrian Godwin | Oct 11, 2021 | Pensions

If you have established a successful company that is profitable, then the company should serve you, and in order to do this, you need to be able to extract wealth from the company in the most tax-effective manner possible. As a company director, you have substantial...

Personal Pensions

by Adrian Godwin | Oct 5, 2021 | Pensions

In this week’s blog post, we outline Retirement Annuity Contracts, or as they are more commonly known – Personal Pensions. As we edge closer to the tax filing deadline, contributions to this scheme are used by many to reduce their tax liabilities. Personal...

It’s Never too Soon to Start Your Pension

by Tracy Sumstad | Sep 23, 2021 | Pensions

Pensions are often overlooked and put off until later in life. Many people in their 20s and 30s put their pension on the long finger, as it may not be a priority. However, starting early is the best thing you can do for your pension and it doesn’t cost as much...

Group Pensions & Risk Benefits

by Adrian Godwin | Jun 22, 2021 | Pensions

A Group Pension Plan is a pension provided by an employer for its employees. It is a tax-efficient way to help employers ensure that their employees are financially secure in retirement. Oaktree Financial Services Ltd can explain the differences between the...

Pensions For All Ages

by Adrian Godwin | Apr 20, 2021 | Pensions

Pensions are such an important part of your finances yet many seem to avoid them until later in life. We are all for living for the now which is so important but ignoring your future can be detrimental to your finances. A pension in its simplest form is saving to...

Redundancies & Pensions – The Pitfalls

by Adrian Godwin | Apr 6, 2021 | Pensions, Redundancy

If you are an employee who has been put in a voluntary redundancy situation, it is vitally important that you understand all of your options. Those who have had their contracts of employment terminated and have been made redundant should be provided with leaving...