Support
Communication
Invariably, pension schemes and insurance benefits are complicated and may not be fully understood. We can provide pension scheme workshops, group presentations and periodic staff seminars at the workplace to communicate the true value of the benefits to your workforce. This face to face interaction brings real meaning to the benefits you offer.
We also offer an ongoing advice and information service for HR Directors, Finance Directors and Managers.
Scheme Administration
We can manage the administration of your current or new group pension scheme including organisation of joiners and leavers, fund changes and policy updates.
We conduct a market review of life and health insurances and where necessary manage the medical underwriting requirement. In the event of a claim, we will organise and manage the claim process.
Advice
As independent financial advisers, we are able to provide your staff with unbiased advice and guidance at key moments in their lives.
Retirement Counselling
When approaching retirement individuals often face the uncertainty of what the future may bring. Many look forward to fully embracing a new found freedom, whilst others feel unsettled. Adequate financial preparation is an integral factor in making the most of a full and happy retirement. We can provide a pre and post retirement counselling service to all staff on a face to face basis.
We are able to offer advice on:
- Pension annuity
- Pension drawdown account
- Phased retirement account
- Investments
- ISA
- Cash deposits
- Wills and Trusts
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