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

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

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 making room bookings for seminars to 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.

Contact us

for more information

Latest News

Financial education is fundamental to improving pension engagement.

Financial education is fundamental to improving pension engagement.

17th May 2019

Much more needs to be done to persuade employees to save more for retirement

Members are ill-prepared for the risks they face when accessing their pension.

Members are ill-prepared for the risks they face when accessing their pension.

14th May 2019

Research investigates concern Trustees have for scheme members.

How to ensure your savings package pays off.

How to ensure your savings package pays off.

8th May 2019

Jonathan Watts-Lay, Director, discusses how to engage employees.