Pensions and employee benefits
How we can help
Our team of regulated pension experts can help you balance the benefits and risks for your business and employees from recruitment to retirement.
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.
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.
Our credentials
You can benefit from our experience and insight
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Word of mouth
At least 50% of new clients come to us as a result of referrals from satisfied clients.
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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.
