Professional Connections

Many of our introducers who recommend their Clients to us are Accountants, Financial Advisers and Solicitors.

If you are an accountant, financial adviser or a solicitor, and you think that Small Self Administered Schemes or other related Financial Services advice is what your Client/Clients need, then you’ve come to the right place.

Simply contact us, or just give us a call on 0121 693 0690 and we will be delighted to have an initial chat with you so you can find out whether we’re right for you and your clients.

So, why should you choose us to help with your Clients?

  • We’re experienced

Our key directors, Geoff Stait Robert Taylor have many years’ experience of Small Self Administered Schemes (SSAS), financial services and pension trusteeship. They’re supported by an equally experienced team of back office staff, who make sure that everything happens when it should, efficiently and accurately.

  • A dedicated team

We allocate you and your clients a dedicated team, headed by one of our directors and supported by a team of experienced administrators, who will look after you and your client from start to finish.

Our internal monitoring procedures, which follow the FCA’s ‘treating customers fairly’ requirements ensure that we use your clients’ time wisely, saving them money by getting things right first time, every time.

We’re happy to attend meetings with you and your client at a location convenient for you.

  • Transparent fee structure

We always agree up front with you and your Clients how we are going to be paid for our services and how much. Our fee structure differs between the administration of Small Self Administered Schemes, supplied through Pensions Management Limited, and the services we supply through PML Financial Services Limited.

For Pensions Management Limited, we charge fees to set up and administer small self administered schemes. We provide general administration for small self administered schemes for a basic annual fee, whilst other work is on a time cost basis, all agreed up front.

Fee levels do increase where greater activity is required, and an example of this is when the scheme is involved in a property purchase or loan back to the company, where the fee will also take into account any Third Party, legal and/or accountancy advice required. Your Clients are, of course, free to choose their own professional advisers.

For PML Financial Services Limited there is a choice of how we get paid: either adviser charging where we agree an amount which is taken directly out of an insured product, if applicable, or if preferred, we will charge a fee to your Client, which will include VAT where applicable. Whichever method is chosen, charges will be agreed between us and your Client at the onset, before work starts.

For further details on PML Financial Services’s charges, services and terms of business, please see: PMLFS Terms of Business, PMLFS – A description of  our Services for Private Clients, PMLFS Service Options for Private Clients and PMLFS Fee Schedule for Private Clients.

(PML Financial Services is authorised and regulated by the FCA.)

  • No obligation initial meeting

Whichever of our services, from small self administered schemes to financial services or pension scheme trusteeship, you and your Client choose to use, we always prefer to hold an initial meeting, at our expense, and without obligation, to discuss your needs and confirm that we can help.

After this meeting, we will write to you with an engagement letter describing the specific services we will be providing and the fees we will charge. We will never charge you anything until you have agreed how we are to be paid.

To get in touch, either to set up a meeting or just for a chat, click here.

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