How do we put the right pensions and employee benefits packages in place to attract and retain the best people?
Meeting your needs
We provide bespoke solutions tailored to your business requirements, along with a personal service that means we’re available whatever your question, whenever you need us.
We typically act for small-to-medium-sized enterprises and for trustees/employers of registered pension schemes with fewer than 1,000 members.
Our highly experienced team of pensions and employee benefits experts are authorised and regulated to provide investment advice to individual employees where required – unlike the vast majority of our peers.
You’ll have access to senior staff from across our diverse business, including pensions and employee benefits experts, employment tax professionals and discretionary investment managers.
We are associates of the Pensions Management Institute and the Chartered Insurance Institute, members of the Personal Finance Society and part of the Transparency Task Force.
Legal and regulatory information
FS Fair Processing Notice (FPN)
This notice outlines the type of information we hold, how we use it, who we share it with and how long we keep it for. It also informs you of your rights under the current data protection law. Download here