Charlwood Leigh - Independent financial advisers based in Surrey, England
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Business Financial Planning :  Stakeholder Exemption Checklist - Are You Exempt?

b) Is it a Group Personal Pension Plan? Yes?
 
If so, do you the employer contribute 3% or more of basic salary to the scheme?
Yes?
No?Your obligations...
If you contribute more than 3%, do you contribute at least as much as the employee?
Yes?
No?Your obligations...
Is the Scheme set up on a payroll deduction basis? Yes?
No?Your obligations...
Are the arrangements included in a Contract of Employment? Yes?
No?Your obligations...
Does your current Personal Pension Scheme make any charges or impose any penalties if the member stops paying into the plan or transfers the plan to another insurer or occupational scheme? Yes?
No? Probably exempt.
Please contact us
to be sure.
  We need to talk...  
 
Charlwood Leigh is an Independent Financial Adviser Charlwood Leigh Limited
Registered Office: Cameron House, Church Street, Leatherhead, Surrey, KT22 8EF, UK. Registered in England 2436806.
Telephone 01372 374444 Facimile 01372 378016 email

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Charlwood Leigh is authorised and regulated by the Financial Services Authority (FSA) , and subscribes to the Mortgage Code.
Cameron House (Circa 1835)
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