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Key Partners | |
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Carey Pensions UK is an independent administration and trustee company providing specialist pension services and products to the UK market. A specialist team led by Christine Hallett, who has over 30 years’ industry experience, provide Tradition with a broad range of pension administration and trustee products and services, whilst ensuring our expectations the high level of support we expect for our clients is maintained every step of the way. |
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CPC Wealth Management is a leading firm of financial and investment advisers specialising in the structuring and management of all aspects of corporate pensions. CPC’s Directors have many years experience successfully providing a wide range of professional wealth management services to both corporate and private clients. Their success in the design and delivery of bespoke pension packages for businesses make them the ideal partner as they combine the technical knowledge, experience and qualifications to be able to advise on existing schemes and re structuring new schemes. In addition CPC Wealth Management were chosen for their core principles built upon expert advice, professional objectivity, a dedicated approach to client service and an ability to deliver robust, individually tailored, wealth management strategies individually tailored to clients needs. Importantly as of 2012 the Retail Distribution Review (RDR) will propose much higher standards of adviser qualifications and professionalism for Independent Financial Advisers. These proposed changes will benefit clients whose advisers adhere to them. CPC are currently involved in this consultation process and are on course to achieve these standards by 2010. |