Company Schemes

Are you a HR Manager or company owner considering a Group Pension Scheme?
A Group Retirement Plan is designed to enable companies to provide retirement benefits for their employees. Establishing a
good pension plan facility can bring considerable advantages to your company and employees, as it can:

Improve relations
Assist with the retention of staff
Make it easier to recruit new employees

A Group Retirement Plan facilitates a company which may wish to vary the level of funding for different groups of employees.
The Insurance Company and Orca Financial Ltd will keep records of all contributions paid in respect of each member and keeps
separate account of any Additional Voluntary Contributions (AVC’s) paid by members. This minimises the administration required

Why choose Orca Financial?

At Orca our approach is simple; it’s not all about the money. Yes, we deliver expert financial advice and we have a team full of proficient individuals that can provide information on pensions, investments and tax. But, what it’s really all about, is YOU.

We want to know your worries, your dreams, your aspirations and your ambitions. Then we’ll use our experience, knowledge and expertise to make it financially possible to provide you with the peace of mind and confidence to go and live the life you want. We believe that the Orca Financial Planning Team and our clients are one big family with common goals and a shared vison of the future.

Need more information?

We have developed a complete set of white papers that
can answer any difficult questions you may be asking yourself.

Don’t just take our
word for it . . .

“See what our clients
have to say”

Reynolds Logistics

We approached Stephen and John at Orca Financial about our company pension scheme a number of years ago and Orca provided a much improved offer for our employees. The complex area of pensions was and continues to be clearly explained to all involved. We would highly recommend the service and attention to detail we received.”

Jamie O’Hanlon

The team at Orca Financial have always provided proactive advice and their professional staff are always on hand when I need them – ready to assist, advise and guide. I have found them to be extremely professional, reliable, prompt and knowledgeable in their field.

Paul Sheeran

I have used Orca Financial on both a business and personal basis, in the areas of Insurance and Pensions for a number of years and have found their delivery of service consistently of the highest quality. I believe that as a result of their work for me I have both saved money and made money. I would unhesitatingly recommend Orca to any potential customer.

EACH YEAR THE MEMBER WILL RECEIVE A REVIEW FROM THEIR ORCA REPRESENTATIVE
MEMBER PRESENTATIONS ARE CARRIED OUT ANNUALLY OR BI-ANNUALLY
A DEATH IN SERVICE AND PERMANENT HEALTH INSURANCE SCHEME CAN BE SET UP ALONGSIDE THE COMPANY PENSION SCHEME