CORPORATE FINANCIAL SERVICES – Due Diligence

Pension due diligence is a vital component in identifying the current and potential liabilities of a company’s scheme to ascertain how it might influence a prospective purchaser or investor.

Even if no mergers or acquisitions are pending due diligence can be applied to analyse your company’s pension scheme to ensure it meets your requirements.

A Competitive Pension
Continuous change means that your scheme, which may have been the best available when you initially set it up may not now be competitive.

City Financial has experts who will investigate the risks and liabilities of your existing pension scheme. They will quantify the costs of maintaining your existing scheme and provide you with all the information you require to decide whether a change would be of benefit. They will calculate the wind-up costs and clarify the pension benefits under any scheme you are considering switching to.

In the case of a merger or acquisition we will examine the schemes of the parties involved and provide you with a report on the costs of winding-up and also a comprehensive report on any replacement scheme which appears more suitable to the needs of the new organisation.

Expert Assessment
You may simply want our pension experts, who all hold the appropriate professional qualifications, to provide an independent second opinion on the finance and structure of your existing pension and related benefits schemes. We will also be able to alert you to potential costs and liabilities which may become applicable as a result of legislative and tax changes.

City Financial will take care of your finances while you concentrate on the smooth operation of your organisation.

To talk to one of our advisors, call 0800 3893345 or email info@city-financial.co.uk