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Our work with the Clergy

Arnold Wills, Director, has a background of working closely with many clergy and Dioceses of The Church of England over more than 25 years.

He is always available and in demand as a speaker to Diocesan and Clergy groups, and arranges at the request of a number of Dioceses, seminars for all stages of clergy development both stipendiary, and also for those who are retired, widows or widowers. For those looking towards or approaching retirement, it is recommended they attend a seminar on several occasions between age 50 and retirement. Spouses are always encouraged to attend.

Seminar speakers include Financial Planning, The Church of England Pensions Board, (both housing and pensions), Solicitors , specialist accountants and where relevant health specialists and retired clergy.

In addition there are other staff both Director and Paraplanner, who have experience in clergy matters.

Arnold Wills and Pilgrim have a specialist understanding and knowledge of the issues facing clergy and their families. Such areas include:

  • Making the most of their resources and tax allowances
  • Funding Additional Voluntary contributions via the main pension scheme to maximise tax free cash
  • Housing and related issues as clergy retire
  • Ethical issues, to whatever extent these are required
  • Passing assets down the generations both to and from clergy families
  • The opportunities available for rental and 'shared equity' schemes
  • Housing in Later life, particularly the benefits and workings of the Supported Housing Units throughout the Church of England
  • Planning ahead in terms of the length of posts, freehold, and common tenure are areas frequently discussed
  • liaison with such groups as Dioceses, Church of England Pensions Boards etc, in particular areas of need, or where mediation is required. This often involves bringing together various specialisms to sort particular issues or solutions such as redundancy, early retirement, housing in the event of early death, etc.

CII

Pilgrim Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 539738 http://www.fca.org.uk/register.

Pilgrim Financial Planning Ltd Registered Address: Thyer House, Wells, BA5 2RR. Registered in England & Wales, No. 7450215.

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