Our consultative approach ensures that we understand your objectives from the start and our experienced Corporate Relationship Managers will work with you to create a programme tailored to your needs.

 

We take a four-stage approach to delivering your programme:

Stage 1

We will carry out a review so that we can fully understand your
requirements.

Stage 2

Having completed the review, we will work through this with you to create a bespoke programme to meet your requirements.

Stage 3

We drive take-up through delivering interactive and meaningful communications.

Stage 4

We measure the success of every programme giving access to high quality management information.

Latest News

New rules at retirement mean employees need to look closely at what their pension provider is offering.

New rules at retirement mean employees need to look closely at what their pension provider is offering.

18th January 2021

New pension rules will come into force from the 1st February for those approaching retirement under FCA (Financial Conduct Authority) regulation. These new regulations are designed to protect consumers who do not take regulated financial advice as the FCA are concerned that consumers often make poor decisions such as converting their pension investments to cash, which over the average retirement would see a reduction in value in real terms as the return on the cash fails to keep pace with inflation.

New Year financial resolutions for uncertain times.

New Year financial resolutions for uncertain times.

7th January 2021

The New Year is a great time to take control of your finances. Unfortunately, the income of many households across the UK has been seriously impacted by the pandemic, with many people having been made redundant and others having to manage on a reduced income. This is having a direct effect on employee financial wellbeing.

Top 10 tips for employees retiring in 2021.

Top 10 tips for employees retiring in 2021.

6th January 2021

Retirement plans for 2021 have changed for many due to the pandemic. Whilst some have decided to put their retirement on hold due to their savings taking a hit because of Covid-19, others are deciding to retire early after being discouraged about finding employment again when faced with redundancy.