Atkin trustees, actuaries, consultants & administrators

Advisors

We are experienced in working with a whole range of professionals from other disciplines. We recognise that clients may often receive the most valuable service from professional firms working in partnership on their specific cases.

We provide professional actuarial and technical advice to other professional advisors, or directly to clients in partnership with other advisory firms. We like to agree fees upfront so you won’t be charged any more than you expect to be. We tailor our advice to the level required by our audience.

There are countless scenarios where legal advisors, IFAs and other pensions specialists could benefit from our input. We have listed a few of our services to providers below.

Our services to advisors include:

  • Modelling individuals’ projected benefits to help them plan for retirement
  • Advice on implications of tax limits on individual arrangements
  • Expert witness services
  • Advice on the implications of pension sharing arrangements on divorce
  • Valuations relating to apportionment of pensions/insurance arrangements and contingent benefits
  • Support with understanding the impact of changes in legislation and specific benefit structures
In addition, we welcome the opportunity to meet other advisory firms and discuss topical issues as we are keen to present a well-rounded view in the services we provide to our clients.

It is always a pleasure to deal with Atkin Trustees. They have a professional team that has a good grasp of the practical aspects as well as the theoretical. We look forward to continuing to work with them in the future.

Alex McGill, Blake Lapthorn