Workplace pensions advice
Workplace Financial Education
Leading employers have stepped up and are developing financial education programmes to help their staff.
Book a free consultation
How we can help you
From a leading investment bank and a magic circle law firm, to a pharmaceutical giant and several technology companies, we have advised some of the UK's most prestigious names on their contract-based pensions. Whether you're looking for a Group Personal or Stakeholder Pension, a Group Self Invested Personal Pension (GSIPP) or a Corporate Wrap - we can help.
Our aim is twofold: to make employees more engaged with their pensions, and deliver a better return on investment to employers. All our services complement each other; but we can offer one-off advice on specific requirements.
Our products and services
We can help you review your existing pension scheme and, if needed, recommend a new one.
We'll agree your objectives with you, research the needs of your workforce and benchmark your existing scheme.
We advise on the full range of contract-based pensions and help you select the most appropriate with the best value.
Free pension review
Let us help you evaluate your pension scheme in light of auto-enrolment, identify and implement any changes and manage the process for you.
We'll help you ensure your scheme satisfies The Pension Regulator's principles and delivers desirable good member outcomes. We'll set up regular governance meetings, advise you on default fund selection, monitor its performance and give you on-going regulatory and technical updates.
More about auto-enrolment
Are you ready for a complete workplace pension suitable for the digital age?
A fresh alternative to a traditional pension, Corporate Vantage combines a Group SIPP (Self Invested Personal Pension), with a Stocks & Shares ISA (Individual Savings Account) and Fund & Share Account, all managed through one fully integrated digital platform.
More about Corporate Vantage
Companies keen to maintain the highest levels of governance and the best possible outcomes for their members, but also reduce their pension liabilities and trustee responsibilities, rely on our expertise.
We can project manage pensions change for you - and the outcome? A more engaged and financially astute workforce.
Free pension review
We help you design and deliver a financial education programme, proven to increase employees' engagement with the benefits you offer.
The programme is tailored to your company's and your employees' needs. It can include face-to-face as well as multi-media modules.
More about Employee Engagement
We pride ourselves on providing a fast, simple and well-informed retirement service to help individuals get the best deal they can from their pension fund, whilst feeling completely comfortable with all their retirement options.
Our online annuity calculator provides current, live real-time annuity rates from ten top providers, and is the UK's first to provide enhanced annuity rates due to health or lifestyle conditions.
More about our retirement service
We can help deliver tax savings to both you and your employees when using salary sacrifice to make pension contributions.
We'll work with you to design, launch and communicate salary sacrifice, and integrate it with your overall benefits strategy.
More about salary
Some high net worth employees often lead busy lifestyles and have complex financial affairs.
We can provide you with a completely bespoke executive service to help these individuals manage their benefits and finances - so they only pay for the advice they need.
More about executive planning