One Year In Ramsbottom
03/12/2024
With its picturesque scenery and warm community feel, Ramsbottom has been the perfect place for us to call home. It’s been an incredible year, filled with achievements and memorable moments – here’s a look back!
It’s been an amazing first year in Ramsbottom, and we would like to thank our team, clients, and the local community for making it so special.
Here’s to many more exciting years ahead!
What We’ve Achieved
Whitehall SIPP Launch
We were excited to introduce the Whitehall SIPP, adding a bespoke new option to our portfolio of retirement solutions.
Award-Winning Service
For the fifth year, we were named Best SSAS Provider at the Moneyfacts Awards – a reflection of our consistent focus on delivering the best for our clients.
New Website Live
Our new website launched this year, making it even easier for clients to find information, explore our services, and get in touch with us.
PSRs Completed Ahead of Schedule
We are proud to have completed all Pension Scheme Returns (PSR) three months ahead of deadline – a fantastic example of teamwork and dedication.
Successful Migration
Our team successfully migrated over 1,100 pension schemes from the old HMRC portal to the new one, ensuring a seamless transition for our clients.
A Community to Call Home
Ramsbottom Duck Race
We’ve loved being part of the Ramsbottom community, and highlights like the town’s iconic duck race have been a brilliant way to connect with our neighbours and have a bit of fun!
Supporting Barnardo’s
Our employee engagement and charity committee has been busy organising activities to keep our team engaged while making a difference.
This year, James and Joel’s charity run raised funds for Barnardo’s, and we’ve got even more planned for the future.
