Atkin trustees, actuaries, consultants & administrators

Individuals

We recognise in turbulent market conditions and with a complex legislative backdrop, individuals may find themselves in many situations where the advice and support of qualified professionals may be invaluable to them, for example, in deciphering the implications of their current benefit arrangements, or valuing benefits and policies on divorce or as part of a will.

We provide professional actuarial and technical advice for clients of all budgets. We like to agree fees upfront so our clients won’t be charged any more than they expect to be and we tailor our advice to a level you will value to ensure our service is cost-effective.

There are numerous scenarios where individuals could benefit from our advice and a few of these services are listed below.

Our services to individuals include:

  • Advice on the design of individual benefit arrangements
  • Modelling projected benefits on a range of scenarios so individuals can make informed decisions relating to the retirement plans
  • Advice on implications of tax limits on individual arrangements
  • Expert witness services
  • Advice on the implications of pension sharing arrangements on divorce
  • Advice and valuations relating to apportionment of pensions/insurance arrangements and contingent benefits

We enjoy working with the team at Atkin Trustees. They are easy to get along with and their technical expertise, coupled with a pragmatic approach, allows us to advise our mutual clients in a manner beneficial to all. The team draws on this wealth of experience to ensure clients get a first class service, provided in an efficient manner. This added value is something other larger organisations would struggle to provide.

Gavin Paul, Pinsent Masons