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Who are we?

Who are we? Gordon Taylor OBE “ The PFA are very pleased to be associated with Pro Sport Wealth Management in the provision of pension and financial

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Page 1: Who are we? Gordon Taylor OBE “ The PFA are very pleased to be associated with Pro Sport Wealth Management in the provision of pension and financial

Who are we?

Page 2: Who are we? Gordon Taylor OBE “ The PFA are very pleased to be associated with Pro Sport Wealth Management in the provision of pension and financial

Gordon Taylor OBE

“ The PFA are very pleased to be associatedwith Pro Sport Wealth Management in the provision of pension and financial advice to our members, and their first hand experience of the football and financial world sits very well with the strategy of our business partnerships.”

Page 3: Who are we? Gordon Taylor OBE “ The PFA are very pleased to be associated with Pro Sport Wealth Management in the provision of pension and financial

Who we are not?

Page 4: Who are we? Gordon Taylor OBE “ The PFA are very pleased to be associated with Pro Sport Wealth Management in the provision of pension and financial

Why are we here?

Pensions!What are your thoughts?

Are they…

Page 5: Who are we? Gordon Taylor OBE “ The PFA are very pleased to be associated with Pro Sport Wealth Management in the provision of pension and financial

Boring?

Page 6: Who are we? Gordon Taylor OBE “ The PFA are very pleased to be associated with Pro Sport Wealth Management in the provision of pension and financial

Complicated?

Page 7: Who are we? Gordon Taylor OBE “ The PFA are very pleased to be associated with Pro Sport Wealth Management in the provision of pension and financial

One thing in football is guaranteedYou can’t play forever!!

Page 8: Who are we? Gordon Taylor OBE “ The PFA are very pleased to be associated with Pro Sport Wealth Management in the provision of pension and financial

Story so farThe pension has evolved

Page 9: Who are we? Gordon Taylor OBE “ The PFA are very pleased to be associated with Pro Sport Wealth Management in the provision of pension and financial

The scheme is in 3 parts1. ‘Pre A Day’ April 20062. ‘Post A Day’ April 20063. 2011 onwards?

• What do they mean to you?• Are you in 1,2 or all 3?

Page 10: Who are we? Gordon Taylor OBE “ The PFA are very pleased to be associated with Pro Sport Wealth Management in the provision of pension and financial

1. ‘Pre A Day’ - FLPRIS Scheme• Retirement age of 35• Two sections - cash and income• Tax free cash benefits are based on earnings and years of service

• Cash benefits are guaranteed• Income section is subject to risk and reward

• Limited retirement options

Page 11: Who are we? Gordon Taylor OBE “ The PFA are very pleased to be associated with Pro Sport Wealth Management in the provision of pension and financial

2. ‘Post A Day’ PFPS Scheme• New retirement age of 55• Members of previous scheme keep retirement age of 35

• Required a player contribution of 3.75%

of basic salary which was matched by PFA

• Cash section is trustee invested• Income section should be invested according to a players risk profile

• Minimum annual benefit paid by PFA

Page 12: Who are we? Gordon Taylor OBE “ The PFA are very pleased to be associated with Pro Sport Wealth Management in the provision of pension and financial

3. 2011 - New FRF (Footballers Retirement Fund)

• Its FREE

Page 13: Who are we? Gordon Taylor OBE “ The PFA are very pleased to be associated with Pro Sport Wealth Management in the provision of pension and financial

3. 2011 - New FRF

• £4,750 per annum PFA contribution• Players can contribute if they wish• Tax relief on contributions• 35/55 retirement dates still apply• The investment decisions are made by the trustees and professional advisers

Page 14: Who are we? Gordon Taylor OBE “ The PFA are very pleased to be associated with Pro Sport Wealth Management in the provision of pension and financial

Do you know your entitlement?• Do you know?• If not, why not• Pro Sport are here to help

Page 15: Who are we? Gordon Taylor OBE “ The PFA are very pleased to be associated with Pro Sport Wealth Management in the provision of pension and financial

Why Pro Sport Wealth Management LLP?

• We are ex-players and an official partner of the PFA

• We are a chartered practice• We are truly independent• We work with existing advisers• We know the score, do you?

Page 16: Who are we? Gordon Taylor OBE “ The PFA are very pleased to be associated with Pro Sport Wealth Management in the provision of pension and financial

Regulatory Information

• Pro Sport Wealth Management LLP are an appointed representative of Independent Financial Advisor Ltd who are authorised and regulated by the Financial Services Authority.

Page 17: Who are we? Gordon Taylor OBE “ The PFA are very pleased to be associated with Pro Sport Wealth Management in the provision of pension and financial

Who are we?