it’s about you: we offer bespoke financial services, tailored to the needs and situation of each client

it's about you

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Group Protection and Wellbeing

Employer support: day to day queries, questions, events and issues for example: support with a claim

Annual Renewal support: liaising with the employer and provider to ensure a smooth and effective renewal process including collation and submission of employee data and checking and issuing the scheme accounts

Bi-Annual Rate Review: putting the scheme data out to tender to ensure that a competitive rate is achieved

New Scheme Set Up or Existing Scheme Switch – liaising with the employer and provider(s) to ensure a scheme is set up correctly

What next?

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    Areas of concern

    Workplace PensionsAutomatic EnrolmentProtection (Life/Health)WellbeingDrawing Benefits (Pension Freedom)Employee Education & EngagementOther

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