Employee Benefits

Recruiting and keeping a happy, well-motivated workforce is a key element in any successful business, and a value for money employee benefits package can play a major part in this.

As a firm of Independent Financial Advisers with over 25 years’ experience we can help you get the right package so that your staff relations can stay on track, and you can concentrate on what you do best, running your business.

Areas that we can be of benefit to you include:-

Group Life Insurance Schemes. We research the whole of the market to find our clients the right cover at the most competitive rates. We can explain how the plans work and how “free cover limits” can be attractive to employees.

Group Income Protection Plans. Whether this is searching the market for the keenest prices or helping to re-design the plan and benefits on offer. The market place is ever changing and you should have regular reviews of existing plans to make sure you’re getting good value together with the features and benefits you and your employees need.

Private Medical Insurance. This is often regarded as a major perk by employees and one where their families can also often benefit on attractive terms.

Pension Seminars for Employees. Pension plans can appear very complicated and many employees won’t know much about them and yet they will directly affect their future income. We can put on free seminars for your workers where they can have their future benefits explained, ask questions about the choices that they have, have the different funds and strategies explained to them and get individual further advice if needed.

Retirement Counselling. As employees get nearer to retirement, their attention starts to focus on what they will do when they stop work and how they are going to manage financially. We can offer a counselling service either for individuals or groups to help them make the transition into retirement whilst still being looked after by the company.

Redundancy Seminars for Employees. Sadly sometimes things can happen that mean you have to make people redundant. Nobody likes having to do it and one way of helping those concerned is to let them have access to some free financial planning sessions. We can arrange these for both individuals and also for groups, through meetings or seminars.

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