Exhibitor Profile – Pilot Consulting

Pilot Consulting
Stand: 25b
Contact Name: Ian Thomas
Tel: 01803 839 194
Email: [email protected]
Website: www.pilotconsulting.co.uk
Pilot is a specialist firm offering financial planning and pension consulting services to senior teachers and independent schools. We are widely-recognised as an expert on the Teachers’ Pension Scheme and can provide support in a number of areas, including:

  • The pension accrual tax (annual allowance tax) - calculation & mitigation.
  • The lifetime allowance tax - calculation and mitigation.
  • Pre-retirement planning.
  • Holistic personal financial planning.
  • Pension engagement sessions (for both teaching and support staff).
  • Auto Enrolment pensions.

Pilot was established in 2011 and has gained a reputation for offering excellent service and technical support. We have worked with more than 50 independent schools and individual head teachers over the past 18 months.

In 2015 Pilot featured in the top 100 Financial Advisory Firms in Citywire Magazine, and in 2014 we were a finalist in both the Professional Adviser Firm of the Year and the Retirement Planner of the Year awards.


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