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Important Notice...

WE ARE NOT FINANCIAL ADVISERS

If you are a client acting without advice from a Financial Adviser who is Authorised and Regulated by the Financial Conduct Authority, we strongly suggest that you seek advice before establishing a pension scheme with us or making any investment or pension transfer decisions.
If you do not already have an Independent Financial Adviser, information can be obtained from www.unbiased.co.uk or telephone 0800 085 3250.

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Newsletter – June 2024

01/07/2024

The Whitehall Group June newsletter highlights a SSAS case study where a director used his pension fund to buy industrial units for his company, boosting pension value and providing stability. It also introduces our HR Manager Joel Garrigan, and our charity efforts, including participating in the Great North Run and “Bring Your Dog to Work Day.”

For access to the complete newsletter, simply click the link below.

If you would like any further information or would like to discuss our new product or any specific scenarios or clients, do please get in touch.