Worcester Pensions began trading in 2020, although the business has been established for over 20 years. We were part of the McCarthy Taylor stable of businesses. When our founder sold McCarthy Taylor, the IFA and discretionary investment manager, the remaining services were divided into their constituent parts and Worcester Pensions was formed
How we can help
Worcester Pensions will lead the process to set up a registered and compliant scheme.
If you are unhappy with the service you are receiving from your current provider, we can manage the transfer process to Worcester Pensions.
Once you have established a Worcester Pensions SSAS, we will assist the member trustees to remain compliant throughout it’s life, for example, providing regular valuations, annual accounts and annual regulator submissions.
Our wealth of experience allows us to advise member trustees with regards to the nature of investments, latest tax rules, regulatory requirements and restrictions.
Paul Taylor / FFA FTA FPFS
Paul began his career in the accountancy industry after a short spell in the civil service.
He set up an accountancy practice in the East Midlands in 1976 and sold to his business partners in 1988. He undertook a number of Finance Directorships in a variety of industries and worked in financial services in a top London firm before setting up his own Financial Services business in 1998. This grew into a substantial investment management and financial planning business which he recently sold to a Canadian wealth manager, Canaccord Genuity.
Paul acts as a non-executive or part time director for a number of companies through the McCarthy Taylor Consulting business in a wide range of industries. He is a Trustee on pension schemes, charities and family trusts.
He is experienced in company valuations and tax matters. He has given expert opinion to court on accountancy matters. He has been a guest lecturer at local universities and widely quoted in the national media on financial matters.