Our Expertise

We employ a variety of technical experts in specialist areas to provide a complete service offering. These dedicated team of professionals include:

Corporate relationship managers (CRMs)

A dedicated resource to manage your programme and ensure you have a single point of contact. Our CRMs are experienced in working with Trustees as well as reward and pension professionals to create bespoke programmes to suit different schemes and workplaces.

Education design specialists

Experts in designing engaging and informative education content to improve learning and understanding of financial matters.

Marketers

To ensure the programme maximises employee and pension scheme member engagement, utilising digital nudge technology through email invitations, reminders, and SMS text messages to encourage participation

Event specialists

To ensure all logistics are managed on your behalf from access to online seminars and webinars, to making room bookings for face-to-face seminars, as well as producing management information reports on attendance.

Technology specialists

To build bespoke and branded digital interfaces with educational tools to enhance learning.

Presenters

Experts in delivering financial education programmes that are interactive, engaging and proven to increase attendee knowledge of a given subject matter.

Financial guidance specialists

To provide one-to-one support for employees and pension scheme members.

Advisers

Covering all key areas of investment, tax, share schemes, pensions and retirement planning.

Pension Transfer Specialists

To provide specialist advice for employees looking to consider the transfer of pension schemes with safeguarded benefits (defined benefit/final salary schemes).

Our people

Some of our key people include:

Jonathan Watts-Lay
Director

Jonathan is one of the original founders of the business and has spent many years working with companies across the UK to help their employees make informed financial decisions through the provision of financial education, guidance and regulated financial advice.

In recent years this service has extended to the Trustee market, supporting pension schemes to help their members understand their financial situation, particularly with regards to pensions and how to optimise income in retirement.

Jonathan is also a recognised commentator on financial matters, particularly with regards to pensions and retirement. He is often quoted in the national and trade press and frequently speaks at conferences and roundtable events. See latest news for more details.

Jane Griffiths
Head of Education Innovation and Delivery

Jane joined us in 2006 after gaining many years within the banking sector delivering training and leadership interventions for regulated sales teams.

She is a qualified Project Manager and has successfully implemented many business and operational change projects during her career.

Jane leads the education and events departments to ensure our programmes are delivered according to the client’s objectives.

Mark Hewitson
Head of Client Development

Mark has many years of experience in financial services, including delivering service innovation and pension scheme member services for major FTSE companies.

He leads the team responsible for developing and implementing a range of financial education and guidance services for our existing clients and for companies and Trustee boards across the UK.

Mark also actively manages partnerships with major institutes for retirement savings professionals including the Pensions Management Institute and Pensions Policy Institute and leads the development of our at-retirement services for workplace pension schemes and pension scheme members.

Paul Morton
Investment Planning Director

Paul is a Chartered Member of the Chartered Institute for Securities & Investments and has many years’ experience working in the Financial Services industry.

Paul’s career began with the responsibility for the day-to-day discretionary management of private client investment portfolios.

He then went on to manage the Adviser Support function for a financial services company and became a regulated Investment Adviser providing strategic advice on asset allocation and portfolio construction to private individuals.

Paul joined us in 2004 to set-up and manage the national team of advisers. He is responsible for regulated financial advice across the Group.