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Pension Scheme Services

50+ 5-star reviews from clients

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.

5.0/5

Davina does a great job and has done for the many years that she has worked on our account

Gavin at Codified Legal
5.0/5
A good accountant should be a long term relationship for client and business, and I look forward to many more years working with Ward Goodman.
Private Client – Testimonial
5.0/5
@wardgoodmanltd Thank you @rodd_ian was dreading the business consultation but you made it painless and fun – got my brain switched on!
Health Products Retailer
5.0/5
“Many thanks for sorting out the accounts and the best options for my business. I have been really impressed with the personal service your company has offered, and the way you have personally dealt with my accounts and concerns.”
Private Client Testimonials
5.0/5
Many thanks for getting our P11D’s done despite my best efforts to leave you with no time !!
Local Manufacturing Company
5.0/5
The Ward Goodman tax team are always most helpful and proactive. They have provided invaluable support to me in specialist areas of the tax legislation.
Private Client Testimonial
5.0/5
Many thanks for all your help and advice and for looking after us in the excellent way that you do without which we would be at a complete loss.
Bournemouth Client

Frequently Asked Quetions

Common questions about Ward Goodman’s Pension Scheme Services.

Pension scheme services offered include pension audits (statutory and non-statutory), contribution audits, accounting, tax returns, compliance, scheme administration, and advisory support for employers and employees.
Statutory pension scheme audits are mandatory for certain pension schemes to ensure compliance with regulatory requirements, financial transparency, and governance standards. Non-statutory audits may be conducted voluntarily or for specific purposes such as due diligence or internal review.
Pension scheme services help businesses manage pension contributions, optimize tax efficiency, ensure regulatory compliance, enhance employee benefits, and provide financial transparency and security for scheme members, contributing to employee retention and satisfaction.
Pension scheme services help businesses manage pension contributions, optimize 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

Ward Goodman’s excellent in accounting and pension scheme services is validated by notable awards and accreditations within the UK financial industry.

Xero Certified

Ward Goodman’s excellent in accounting and tax services is validated by notable awards and accreditations within the UK financial industry.

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AAT Qualified

Ward Goodman was honoured with the prestigious Accounting Excellence Award,

Xero Certified

We are accredited by the Association of Chartered Certified Accountants (ACCA)

ICAEW Membership

Ward Goodman proudly holds membership with the Institute of Chartered Accountants

Partnerships

As a distinguished Partner, we utilise cutting-edge technology
xero
Join Ward Goodman and experience the benefits of our pioneering approach in financial planning, wealth management, accounting, and tax advisory.

Experienced Auditing Experts

Ward Goodman’s dedication to excellence is embodied through our team of helpful experts:

Divina

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Torie Freestone

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Anthony Boni

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