Pension Scheme Services
- Expert team
- 5-star service
- Pension Scheme Services for local and national businesses
Ward Goodman’s Tax Return Services
We offer all of the audit and accountancy services required by both ‘Final Salary’ and ‘Defined Contribution’ pension schemes. Our client base includes the hybrid plans known as Small Self Administered Scheme (SSAS) and Family Pension Trusts (FPT’s). Where applicable we also complete the scheme’s tax return which is the means whereby any tax deducted at source on investment income is refunded.
Within our services data is collected and provided to the Pension Scheme Administrator for the completion of the Scheme Occupational Pension Schemes Return or Non-Occupational Pension Schemes Return.
Additionally, we provide accounting services like the independent external auditor’s report for the Registered Pension Schemes Relief at Source annual claim form APSS106. You can find the full list of services in the main advice areas.
How Our Account Audit Experts Can Help
At Ward Goodman, we offer all of the audit and accountancy services required by both ‘Final Salary’ and ‘Defined Contribution’ pension schemes.
Pension Scheme Audits
Thorough and accurate audits conducted for pension schemes (both statutory and non-statutory), ensuring compliance with statutory requirements and enhancing financial transparency.
Pension Scheme Contribution Audits
Comprehensive audits focused on pension scheme contributions, verifying accuracy and integrity to safeguard members' financial interests.
Pension Scheme Accounting
Expert accounting services tailored for pension schemes, including financial reporting, record-keeping, and compliance with accounting standards.
Tax Returns for Pension Schemes
Professional preparation and filing of tax returns specifically designed for pension schemes, optimizing tax efficiency and compliance with tax laws.
Hear What Our Clients Have To Say
Ward Goodman consistently exceeds the expectations of our valued business tax clients by delivering exceptional service.
Davina does a great job and has done for the many years that she has worked on our account
Frequently Asked Quetions
Common questions about Ward Goodman’s Pension Scheme Services.
What types of pension scheme services are offered, and how can different options benefit employers and employees?
What are the key differences between statutory and non-statutory pension scheme audits, and when is each type required?
Can pension scheme services assist with contribution audits, accounting, tax returns, and compliance with regulatory requirements?
How can pension scheme services help businesses manage pension contributions, optimise tax efficiency, and ensure financial transparency for scheme members?
The Process
A hassle-free onboarding process
Initial referral or inquiry
Whether you’ve been referred or inquired yourself, our team will reach out to you in a timely manner
Free consultation
We offer a no-cost, no-obligation meeting at one of our offices, or over the phone
Quote and setup
We’ll provide you with a tailored quote and when you’re ready, our team will begin services
Book a Meeting
If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.
Why Choose Ward Goodman
Client satisfaction is paramount to us. We have a broad range of clients, and we endeavour to offer them the best service possible through continuous improvement and focus on doing things right the first time.
Experienced Pension Scheme Experts
Our Dorset-based team can advise and support any size of business locally or nationwide
Customised Pension Scheme Solutions
Flexible, bespoke service covering all aspects of pension schemes.
Access to a Full Team of Pension Scheme Experts
From our contribution audits to tax returns for pension schemes.
Our Awards and Accreditations
Xero Certified
Ward Goodman’s excellent in accounting and tax services is validated by notable awards and accreditations within the UK financial industry.
AAT Qualified
Xero Certified
ICAEW Membership
Partnerships
Experienced Auditing Experts
Ward Goodman’s dedication to excellence is embodied through our team of helpful experts:
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