Our Expertise

We employ a variety of experts to put together a full service solution. Our expertise includes a variety of dedicated specialists such as:

Educationalists – Experts in designing and delivering financial education programmes.

Marketers – To ensure the programme maximises employee engagement with all groups within your workforce.

Event specialists – To ensure all logistics are handled on your behalf from making room bookings for seminars to producing management information reports on attendance.

Advisory specialists – Covering all key areas of investment, tax, share schemes and pensions.

Investment management – Where an investment solution is required for a pension or to help employees diversify from their corporate stock shareholdings.

Technology specialists – To build bespoke and branded web interfaces with educational tools to enhance learning in the workplace.

Tax Specialists – To ensure employees seek to manage their affairs in a tax efficient manner – making the most of their company benefits.

Client Relationship Managers – A dedicated resource to manage your programme and ensure you have a single point of contact.

David Cassidy, Chief Executive Officer

David Cassidy has over 20 years experience within the financial services industry. Download David Cassidy's biography as a PDF below.

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Jonathan Watts-Lay, Director

Jonathan is at the forefront of the latest developments in the use of financial education and the provision of savings within the workplace.

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Latest News

Q&A with Pensions Age.

Q&A with Pensions Age.

18th March 2019

The PLSA has previously called for lifetime average contributions on all earnings of 12% a year and we would support that.

Research highlights the importance of financial education and guidance to prevent pension scams.

Research highlights the importance of financial education and guidance to prevent pension scams.

25th February 2019

The PSIG has released its study findings on the scale of scam activity affecting pension scheme members.