Employee Services

Helping employees to understand what they’ve got and how these can make a difference

Health and Wellbeing

Medical and healthcare advice, discounts on gym membership, online support on ways to live healthier lifestyles, free access to counselling and specialist advice on a broad range of issues that affect people in their everyday lives

These valuable resources and facilities are often available within other types of benefit scheme but are not regularly promoted – we want your employees to understand if they have these type of benefits and if so, how these can be accessed

Retirement Education and Advice

We offer a range of services which are designed to empower employees to take control of their retirement planning and help them understand what their retirement income objecitves are and whether they are on track to achieve these goals

These services include:

  • Annual invitation to all employees offering them to engage with us directly;
  • Goal based retirement planning reports;
  • New employee information and advice;
  • Unlimited employee helpdesk;
  • Investment fund advice;
  • Assessing an employees attitude to investment risk

Employee Questionnaires

Links to our online Pension Scheme Member Questionnaires

  • Investment Risk Profiling: For those who want to understand if their current investment choice is appropriate
  • Retirement Projection: For those who want to understand the potential retirement benefits available from their pension and compare these against a target

Personal Financial Planning

We can introduce you to our sister company, Wingate Financial Planning

Wingate Financial Planning are an award winning firm of Chartered Financial Planners who specialise in helping individuals and families to understand and achieve their lifetime financial goals

Our Approach

A 5 step process to deliver a truly compelling employee benefit proposition

01

Step 1

Consultancy

02

Step 2

Scheme Design

03

Step 3

Employee Engagement

04

Step 4

Scheme Management

05

Step 5

Governance

01

Step 1

Consultancy

02

Step 2

Scheme Design

03

Step 3

Employee Engagement

04

Step 4

Scheme Management

05

Step 5

Governance
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Would you like more detail on how we could add value to your employee benefit proposition?