Pensions and financial wellbeing consultancy
Financial stress is one of the biggest challenges people can face, affecting both their personal and professional lives.
When money worries take hold, they can impact focus, motivation and overall performance at work. Distractions, stress and unplanned absences become more common, all of which can disrupt organisational continuity and productivity.
We help employers and employees save money through effective pensions and financial wellbeing strategies. By providing the right support, we enable organisations to attract and retain top talent, strengthening their position as an employer of choice.
Our services
Pensions broking and consultancy
Navigating the pensions landscape can be complex, but the right strategy can unlock cost savings, enhance compliance and improve employee engagement.
What we offer:
A pension health check to review scheme performance, benchmark management charges, identify cost-saving opportunities and ensure compliance with regulations
100% independent pensions broking, a thorough review of the whole market to find the best pension for your business needs
Guidance on how to implement and optimise a salary sacrifice scheme, helping reduce National Insurance savings and employee engagement
Pensions governance support, ensuring your scheme provides value for money, reduces charges as the scheme grows, provides guidance on the default investment, keeps you informed on service and the proposition, monitors employee engagement, and remains compliant
Pensions administration services, streamlining enrolment, contributions and ongoing scheme management using our advanced tech platforms
Employee education strategies, including webinars, communications and digital tools to drive pension awareness and participation
Service support with member queries, providing clear guidance on contributions and retirement planning
Financial wellbeing education and support
We help empower employees with the knowledge and tools to take control of their finances, reduce stress and plan for a secure future.
What we offer employees:
Employee access to a market-leading financial wellbeing app, providing education, tools and expert support to help them manage their money confidently, reduce financial stress and plan for the future
Regular interactive webinars with our experts, covering key financial topics and practical strategies for better money management – including quizzes and polls to keep everyone engaged
Engaging bitesize videos delivering top tips, legislative updates and actionable insights to help employees stay informed and in control of their finances
One-to-one online coaching sessions, to address specific employee queries and goals such as planning to buy a house or retirement planning
Benefits for employers:
Low-cost but high perceived value benefit demonstrates commitment to employee wellbeing
Fun and easy to use financial wellbeing app encourages employee engagement
Management reports give key insights into employee pension take up and engagement with the app
Annual updates on employee savings status and benchmarking against sector averages
