Pensions have become a real focus over the past few years, globally and certainly locally over the past few months. Unattractive to many, for justifiable reasons, we wish to make retirement provision enjoyable, interactive and ultimately rewarding. It is imperative that individuals take ownership for their own future and planning/reviewing this a long way from retirement or a few years before will be important. We at Patidar Jeffrey & Co specialise in pensions with knowledge of the UK pension system post A Day in 2006 and local Jersey matters.
Jersey Pensions
Legislation has changed to intoduce a more flexible and transparent opportunity for people to save for their future. We have been involved in the consultation processes with the Tax Office and Jersey States.
The following website will provide online access to your individual personal pension:
http://www.jerseyppt.je
The following fund manager links are included within our pension structures:
http://www.insightinvestment.com/adviser/funds_and_prices/funds_and_prices.asp?ProdId=26&ProdId=2&ProdId=3&ProdId=17
http://www.rathbonesci.je/services/performance/
http://www.ashburton.com/03%5fperformance/03%5ffund%5ffact%5fsheets/
http://www.fidelity.co.uk/adviserclient/index.html
International Pensions
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Jersey & Guernsey based structures
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Jersey & Guernsey based bespoke structures;
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Qualified Recognised Overseas Pension Schemes (QROPS) - The Shearwater Pension Plan
We are able to help individuals review their existing UK pensions assets and consider appropriate options to help in their overall long term financial planning.
If you wish to receive further information on any of the above, please contact Meeku Patidar or Des Jeffrey on 01534 613910 or email him at meeku@jeffreyandco.com.
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