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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Workplace Pensions

Employer support: day to day queries, questions, events and issues

Employee support: available to deal with day to day queries and question

Employee annual review face to face or group presentation meeting

Employer Governance: an annual process to ensure that any pension arrangements maintain their suitability including ensuring an employer is compliant for automatic enrolment

Employee direct offer transfer service: for employees who have legacy pension benefits and are considering transferring across to their new pension arrangement

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    Areas of concern

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

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