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 used Atkin Trustees as part of a wind up of our scheme. With the help and support of Richard Bryant we were able to move forward a process that had become stalled - his expert guidance was invaluable to me and the other Trustee involved. The whole process was handled in a practical and timely manner, and I felt at last we had access to expert Trustee experience and knowledge to guide us through the many obstacles that we faced. It was a pleasure working with Richard.

Len, Independent Trustee client