Pension Scheme Services

50+ 5-star reviews from clients

Ward Goodman’s Pension Scheme Services

Ward Goodman provides efficient and compliant pension accounting and scheme services that save your business time, reduce risk, and ensure peace of mind.

Our client base also includes hybrid plans like Small Self Administered Schemes (SSAS) and Family Pension Trusts (FPTs). Where applicable, we handle the scheme’s tax return to ensure any tax deducted at source on investment income is refunded.

Within our services, accounting for pension schemes includes data collection and providing necessary information to the Pension Scheme Administrator for completing the Scheme Occupational Pension Schemes Return or Non-Occupational Pension Schemes Return.

Additionally, we provide pension scheme accounting services, including 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. We specialise in managing pension scheme services to ensure comprehensive support and optimisation for all aspects of pension schemes.

How Our Pension Accountants Support Your Business

At Ward Goodman, we offer all of the audit and accountancy services required by both ‘Final Salary’ and ‘Defined Contribution’ pension schemes, including accounting for pension schemes and tailored pension management solutions.

Ready to optimise your pension scheme? Contact Ward Goodman today for a free consultation and discover how we can support your business.

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 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, optimising 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.

What is pension accounting?

Pension accounts are made up of investments – that can be property with rental returns or stocks and shares investments with market value returns.

What does a pensions accountant do?

A pensions accountant prepares the financial statements for a registered pension scheme from the books and records and investment reports.

What types of pension scheme services are offered, and how can different options benefit employers and employees?

Pension scheme services offered include pension audits (statutory and non-statutory), contribution audits, pension accounting, tax returns, compliance, scheme administration, and advisory support for employers and employees.

What are the key differences between statutory and non-statutory pension scheme audits, and when is each type required?

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.

Can pension scheme services assist with contribution audits, pension accounting, tax returns, and compliance with regulatory requirements?

Pension scheme services help businesses manage pension contributions, optimise tax efficiency, ensure regulatory compliance, enhance employee benefits, and provide financial transparency and security for scheme members, contributing to employee retention and satisfaction.

How can pension scheme services help businesses manage pension contributions, optimise tax efficiency, and ensure financial transparency for scheme members?

Pension scheme services help businesses manage pension contributions, optimise tax efficiency, and ensure financial transparency for scheme members.

Do pension scheme accounts need to be audited?

It depends on the pension scheme and the scheme rules there are differences in the requirements depending on whether they are defined benefit or contribution schemes and whether they are open or closed to new 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.

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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 Accountants

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 excellence in accounting and pension scheme services is validated by notable awards and accreditations within the UK financial industry.

Xero Certified

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

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

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:

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Statutory Accounts Services

Ward Goodman prepares Statutory Financial Statements for all sizes of limited companies and accounts for registered charities, pension schemes and property companies.