Case Study – Pension Funding

Managing your pension more effectively

Sector: Sports Talent Management Agency
Region: South East
Funding Requirement: Pension Funding

We received a referral by an accountant for a customer who was looking for £80k funding to speed up the growth plans of the business. Following a detailed analysis of the director’s personal assets and liabilities, we quickly realised the shareholders did not have strong enough tangible security to support the loan.

However, the account manager Rishi discovered that the shareholders had a significant personal pension pot which could be utilised. Following a 3 month process, the business received an increased £100k loan and the shareholders did not need to give personal guarantees or charges over real estate.

“Pension Funding is a great product for business owners that want to lend money back to their businesses whilst also growing their own pension pot. Other benefits such as tailored term and repayment structure allow the loan to support businesses with seasonal cash flow”.

At Tower, we get to understand your business, look at your funding requirements and find opportunities for business growth.
To find out more, contact our finance specialists for your tailored finance solution. 

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