Without adequate support, it can be difficult and time consuming to put together attractive and appropriate pension and employee benefits structures.
With legislation and regulations changing all the time, it’s crucial that your business has access to the most up-to-date information, innovative ideas and expert advice on structuring benefits in the best interests of your employees and your business. It’s also important that you have measures in place to assess the return on investment for your benefit spend.
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.
How we can help
Word of mouth
At least 50% of new clients come to us as a result of referrals from satisfied clients.
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.