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Alexander Forbes Financial Services
We offer a range of services for companies, partnerships and
individuals. See below for brief introductions and links to each service/specialist
division.
Pensions and Employee Benefits solutions including:
- Actuarial services
- Defined Benefit scheme management and admin
- Defined Benefit to Defined Contribution switch
- Defined Contribution - Employee benefits solutions
- Corporate risk benefits
- Member communication
- Wealth management and investment services
- Retirement advice and annuities
Help companies with
Staff Risk benefits Group Life cover, Income Protection Private Medical and Dental
Holistic financial
planning for High Net Worth individuals, including:
Investment Portfolio reviews, tax and estate planning
At and in retirement planning, including: Annuities and all their alternatives,
Long term care and Investments.
Xtrapay - our online employee benefits and pension solution that can be tailored
to fit your requirements
Professional trustees for Occupational Pension Schemes. Services include trustee training and scheme status reports for insolvency practitioners.
Offshore financial planning and employee benefits consulting for international companies and expatriates. Local services for Jersey companies and residents.
Annuity Supermarket helps you find the sum of money a retiree’s pension will generate when invested in an annuity.
LCP offers a full range of actuarial and benefit consultancy services to clients in the UK and internationally.
Provider of multi-manager
investment portfolios and related services for Scheme Trustees and SIPP Investors
Provide accidental
death insurance for members of the public
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