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 deliver 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

Top ten tips to avoid getting into debt this Christmas.

Top ten tips to avoid getting into debt this Christmas.

23rd November 2021

Christmas is an expensive time of year with the cost of presents, food and entertaining, and according to MoneyHelper, a quarter of individuals are worried about going into debt as a result of the festivities this year.

New measures to protect pension savers from scam transfers.

New measures to protect pension savers from scam transfers.

17th November 2021

New measures to protect pension savers and help stop scam transfers in their tracks will come into force on Tuesday 30 November. It will mean suspicious pension transfers can be stopped from ending up in the hands of a fraudster, as pension trustees and scheme managers get new powers to intervene.

Safeguarding pensions and stopping scammers.

Safeguarding pensions and stopping scammers.

29th October 2021

Jonathan Watts-Lay, Director, WEALTH at work, joined Professional Pensions in a webinar which looked at the challenges members face from both pension scams, inappropriate advice and poor decision making.