Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20Pension-led funding is a complex strategy and subject to regulated advice. Any funding proposal involving pension transfers will need to be individually assessed for suitability. Pension-led funding is one method of funding your business and should be compared with other funding options. Remember that a pension is a long- term savings vehicle to provide retirement provision for its members. The value of a pension may go up or down. is a trading name of Clifton Asset Management Plc (no. 07206291). Subsidiary companies include Clifton Consulting Ltd and Clifton Wealth Ltd. All companies are registered in England – Registered Office: The Pavilions, 69-71 Macrae Road, Ham Green, Bristol BS20 0DD. Clifton Consulting Ltd (no. 07207668) and Clifton Wealth Limited (no. 07207206) are Appointed Representatives of Clifton Compliance Services Ltd (no. 06529425) which is authorised and regulated by the Financial Conduct Authority. Clifton Asset Management Plc (Pension-led funding is a trading name of Clifton Asset Management Plc) The Pavilions Eden Park Ham Green Bristol BS20 0DD T: 0800 0147 099 E: W: The Forum of Private Business Ruskin Chambers Drury Lane Knutsford WA16 6HA T: 01565 626 001 E: W: ®