COMPANIES

Why Call Us?

 Your organisation is going through change. This may be business-led, or due to regulatory pressures.

You are reconsidering the value of your current adviser’s service, or simply want to review your existing benefits.

You want to provide benefits to attract and retain high-calibre employees.

You want to work with someone who will advise on the best solution for you, rather than try to sell you “products”.

Please note:  Workplace benefits are not regulated by the Financial Conduct Authority. Workplace Pensions are regulated by The Pensions Regulator.

We Support Companies Through Change

  • Pensions

    We are specialists in:

    • Group Personal Pensions (inc. SIPP)
    • Occupational Money Purchase Pensions
    • Buy-out Arrangements
    • Work place savings (e.g. Corporate ISA)

    Our services include:

    • Scheme design
    • Project managed implementation
    • Administration (inc. fulfilment and process-mapping)
    • Investment guidance on suitable default options
    • Member communication and enrolment
    • Scheme 'governance' processes (inc. design and fulfilment of review activity)
    • Salary exchange
    • Scheme restructure (inc. transition management of existing benefits)

    Our focus is on schemes that are well-designed, effectively communicated and periodically reviewed. These are themes that are widely endorsed by both The Pensions Regulator, and industry bodies such as the National Association of Pension Funds (“NAPF”).


    They are central to the Regulator’s current discussion around the regulation of defined contribution (or “money purchase”) schemes.


    These themes are also present in the benchmarks necessary for employers to achieve the NAPF’s “Pension Quality Mark” for their schemes.

  • Scheme Member Services

    In addition to member communication exercises, to complement and enhance corporate benefit provision, we can support members on an individual basis with:

    • Protection benefits, often required as a result of life changes
    • Guidance at retirement

  • Group Risk

    We can review and guide employers in relation to:

    • Group life arrangements
    • Group income protection
    • Private medical insurance
    • Business protection

  • Special Projects

    We can also support discreet projects around benefits provision. For example:

    • Tendering exercises, such as selecting new professional advisers or service provider
    • Project management and implementation of new benefits packages
    • Member communication, including design and fulfilment
    • Review and guidance on voluntary benefits
    • Benefits audits