Companies

Salary exchange is a method of paying into an employee’s pension scheme that can lower an employer’s cost and boost the individual’s retirement package.

Your pension and employee benefits package needs to not only attract but retain the best people. We can help with everything from consulting on appropriate pension contributions, implementing a net-zero pension scheme, or designing an employee benefits package - group life cover (death in service), private medical, and more.

A financial wellbeing offering for your employees. This involves a planner visiting (either remotely or in person) your premises and holding private or group financial guidance sessions with your staff. Your employees can book a slot to discuss their situation with an experienced and independent professional, ensuring they are making the most of their money.

Things change quickly in the world of personal finance, and employees often look to their employer for guidance. We use anonymous surveys to gauge the most important topics to your staff, and then design our presentations around these issues in a simple and understandable format.

Some companies have large cash deposits that are not required for the foreseeable future, and their bank interest rate may not keep pace with inflation. Corporate investment is an option that can allow excess cash to work hard for the wider business.

Shareholder and Key Person insurance can be invaluable in ensuring your business and your family is protected in all eventualities. When a key employee or shareholder becomes seriously ill or dies, it is a stressful time for all involved. Proper insurance can provide peace of mind that the financials are taken care of.