ENHANCING WEALTH & FINANCIAL STABILITY
“I am pleased to announce the launch of a strategic partnership for ATOS Employees with one of the UK’s leading advisory firms, creating a dedicated wealth management and financial planning service. The needs of every individual and their families can often be complex, requiring a level of expertise well above the norm; the ATOS / Abacus initiative therefore provides a resource to manage our specific needs, with financial planning solutions designed specifically for each individual and their circumstamces.”
WHEN YOU MAY NEED US
STARTING OUT
It’s time to fly the nest and figure out what adulting is really about! This part of life can be pretty up and down, so make sure you hold on tight, and in amongst the fun, make sure you save what you can!
CAREER FORMING
Life may be just about be starting to settle down. Maybe you’ve worked out what career direction you’re heading in, got on the property ladder, or maybe you’ve found a perfect travelling companion and you’re off to explore the world.
GAINING MOMENTUM
Time to build on how far you’ve come, potentially push yourself and your life to learn and experience more and challenge yourself. Hopefully with a little comfort cushion, you’ll be able to enjoy it without counting every single penny..
ESTABLISHED
Reaching the years renowned for recklessly purchases, treating yourself a little which provided you’re not shooting your future self in the foot financially, your budgets and commitments are still met, then you deserve it.
EASING DOWN
You’ve worked hard for most of your adult life so now it’s now time to start thinking about a new chapter, whether starting a fresh life elsewhere, or simply semi-retiring for an easier life, make sure to long-term future goals are secure.
RETIREMENT
If you’re now no longer dependent on work for a steady income, there’s so much more time to enjoy! It’s time to bask in the freedom of old age and look back on all your busy years, hopefully with joy and excitement at what’s still to come.
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See our lifetime events page
OUR services for employees:
General Financial Planning
 Investing and Managing Money
Homes and Property
Family Matters
Retirement and Pensions
Post-Pandemic Finances
UK households have built up over a staggering £117 billion of savings after being cooped up at home since the start of the pandemic.
Pensions and Divorce
Overlooking pensions when dividing assets could result in financial hardship in retirement.
Don’t underestimate the importance of estate planning – and making a Will.
The idea of having to pay inheritance tax (IHT) is unpopular to say the least. This tax is charged on an estate, which is the property, money and possessions left behind to loved ones who will pay 40% anything above the threshold.
INVESTING FOR GOOD – THE LOW DOWN
Investors are increasingly choosing to put their money into companies that seek to make the world a better place. Â
ONLINE PENSION SCAMS ARE ON THE RISE.
More than two thirds of savers believe that they would be able to spot a pension scam if they saw one.
Starting your own business: mistakes to avoid
Starting the journey as a business owner can be an exciting and rewarding experience, however, it is important to avoid money management mistakes and learn how to take calculated risks that will benefit your company. With a sizable number of new businesses failing within their first year, it’s important to learn from past entrepreneurs’ mistakes to avoid them yourself in the future.
HAVE I SAVED ENOUGH FORÂ MY RETIREMENT?
Retirement can be a daunting thought. It can cause the best of us additional stress and anxiety as the big day gets ever closer, always wondering if our pension pot will prove to be enough. The amount needed to fulfil your dreams will largely depend on the lifestyle and post retirement plans you have in mind.
The mystery of the missing pensions
It’s been widely reported that millions of people have lost track of their workplace pensions as people change jobs and move house so often.
Pension Drawdown Explained
If you need regular income throughout your retirement, pension drawdown could provide this by using your own pension pot. Is this the answer for your retirement needs?
Changing priorities for pensions
Over the years there have been many recommendations on the best route to take for your pension with a common perception that everyone should start young, to benefit from compound interest. The Institute for Fiscal Studies (IFS) may have changed this thought process. In a recent survey the IFS has called the government to nudge people to save more into pensions once their children have left home.
Life Insurance
Life Insurance is a policy that pays out a benefit (usually a lump sum) on the death of the life assured.
Investing for all
With just a couple of weeks to go until the tax year ends, many investors will be finalising their plans to use up their 2020/21 allowances, including the annual £20,000 ISA allowance.
Contact Us
Chris Partington and Paul Shackleton are the lead advisers to ATOS Support, and working with Abacus colleagues, can coordinate wealth management services across the UK for its members.
With over xx years experience in the fund management industry, more information and credentials should go here.
To contact Chris or Paul and the team for an initial consultation, please complete the form or please call them directly.
Please also indicate which services you are particularly interested in:
01432 343322
Head Office - Hereford
07890 123456
Paul Shackleton - Direct
07890 543210
Chris Partington - Office
Abacus Associates Financial Services is a trading style of Tavistock Partners (UK) Limited which is authorised and regulated by the Financial Conduct Authority, FCA number 230342.
Tavistock Partners (UK) Limited is a wholly owned subsidiary of Tavistock Investments Plc.
Tavistock Partners (UK) Ltd trading as Abacus Associates Financial Services are only authorised to give advice to UK residents.
Registered in England Registered OÂffice: 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE. Company Number 04961992.
Will Writing, Lasting Power of Attorneys and some aspects of Tax Planning are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on a mortgage.
The firm is not responsible for the content of external links.
