CORPORATE
SERVICES

In the same way that we advise on building your personal financial security, we also work with you and your fellow directors to secure your business’s finances over the long term. Beginning with an in-depth review of your business, we make recommendations tailored to the organisation’s needs.

From protecting the business from a range of potential risks to looking at the best ways to borrow and invest, we consider the full picture. We talk you through all the options, implement your decisions – supporting you all the way – then stick with you to make sure your arrangements remain appropriate as your business matures.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.

Offering a range of benefits to your team is an effective way to attract and retain high quality employees. It helps ensure they feel valued, and adds a degree of flexibility to your remuneration terms that many people appreciate.

We take time to understand the way your business works, then we put together a strategy that meets the needs of both you, your business and your team. There are many potential benefits to choose from, and a flexible benefits package gives employees the opportunity to select the options that are right for them. These can include private medical insurance, life insurance, income protection and critical illness cover.

If you run a successful business, the hard work you put in today can contribute to your future financial security. We can help make the executive pension arrangements and put together the exit strategy that will deliver the future you want.

Thinking about retirement is something that everyone should do, with most people advised to do it sooner rather than later. We can also offer a range of pension solutions to meet the needs of everyone working in your business, with group personal pension plans for colleagues and employees forming a valuable part of any benefits package. Other options could include salary sacrifice arrangements or trustee-based strategies, all designed to help build future financial security in a tax efficient way.

The value of a pension will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

*Exit Strategies may include products and services that are separate and distinct to those offered by St. James’s Place.