Pensions

Pensions are a key way to save and plan for your retirement. Our advisors are on hand to assist you with your personal and employee pension requirements.

A Guernsey Retirement Annuity Trust Scheme (RATS) is an excellent way to save for those ‘golden years’ by enabling you to make tax deductible contributions (subject to certain limits). To learn more about the many additional advantages of a RATS, click here.

We can assist you if you are:

• An employer looking to provide your employees with a new pension scheme, or transfer an existing arrangement

• An individual looking to amalgamate your existing pension arrangements or set up a new arrangement

• An individual looking for a more bespoke arrangement

We are currently offering FREE pension reviews. Find out how much the charges are on your current schemes and the performance of the funds you are invested in. Call us on 01481 726375 to arrange your free review.

GET IN TOUCH

For general enquiries, contact Criteria Wealth Management:

t: 01481 726375
e: info@criteriawm.com