Pensions and employee benefits

Ensuring the relevant pensions and benefits arrangements are in place to help attract and retain the best people is critical to the success of any business.

Steve Cave

Associate director, Financial services

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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

Bespoke

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.

Focused

We typically act for small-to-medium-sized enterprises and for trustees/employers of registered pension schemes with fewer than 1,000 members.

Regulated

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.

Holistic

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

Pensions governance and administration

Offering a range of support and advice on auto-enrolment, re-enrolment, governance, default funds, benefits valuations, strategic analysis and general consultancy.

Pension scheme wind-up and deficit management

Providing wind-up services for both defined benefit and defined contribution occupational pension schemes.

Employee benefits consultancy

Assisting with the design, implementation, administration, and structuring and restructuring of employee benefits packages.

Employee communication and counselling

Tailored and effective communications designed to maximise the benefits of pension arrangements to employees, from new joiners through to pre-retirement employees.

Flexible benefits

Designing, implementing and managing flexible benefits packages through a powerful web-based platform.

Group risk and healthcare benefits

Identifying the most appropriate solutions for your requirements and negotiating terms with providers.

International employee benefits

Providing advice to multinational employers on how to structure benefits for international employees.

Trustee services

Providing professional advice and support to relieve the burden on lay trustees.

Our credentials

Word of mouth

At least 50% of new clients come to us as a result of referrals from satisfied clients.

Expertise

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 Fair Processing Notice

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