We provide a full suite of employee benefits packages to a range of businesses, with a focus on clients in the investment management industry. In summary, we provide a “full service” for corporate pension schemes and employee benefits, incorporating:
- Design and delivery of member communications
- Individual financial advice for all members, including investment and contribution counselling and advice regarding legacy pension schemes
- Workplace financial services
- Co-ordination of data and communication with payroll and finance
- Core or flex benefit broking and administration
- Wealth Awareness briefings
The closure of many Final Salary, or Defined Benefit Pension Schemes has resulted in the focus for adequate pension provision being moved firmly to individuals - and for many employees, pensions are normally poorly understood, and generally regarded with some apathy. We provide individual advice and guidance to members, delivering concise, meaningful advice to ensure that their retirement plans are understood and are on track.
We use a unique set of software tools to make sure that the advice we give is consistent in terms of the content and scope. Our tools also answers the two big questions we are asked by most employees:
- How much do I need to contribute to achieve my retirement goals?
- How should I invest my money?
It is a fact that the asset allocation of an investment portfolio is responsible for 90% of the variance of a portfolio’s returns. Given this, we do not believe that one “default fund” solution can be suitable for all the members of a scheme, not matter how large or small. We conduct individual risk counselling and help members make intelligent choices to put them on the right track for a secure retirement.
Our existing clients include some of the largest asset management firms in the UK. We can demonstrate the value we add to our clients – contact us for more details
