Tailored sessions to help your employees’ understand their benefits.
From the outset, we will agree what services are required, and our dedicated consultants will be available to engage with your employees accordingly.
We offer services ranging from large group presentations to one-to-one meetings with individuals and we can tailor the sessions to suit your employees’ needs.
In addition to initially communicating the key features and benefits of the employer’s group pension package, we have a suite of ongoing services that employers can select from which we feel will add value to their workplace pension scheme proposition. These include regular legislative updates, production and maintenance of bespoke pension booklets, and financial education workshops which can be targeted at specific audiences such as those approaching retirement.
Our engagement material is regularly updated to ensure the content remains current and all of our engagement consultants have attained the Diploma (DipPFS) level qualification and are ‘Approved Persons’ under the Financial Services Register.
Our objective is simple – it is to help people to better understand pensions. We feel this will lead to them becoming more engaged with, not only, their workplace pension plan, but also the bigger picture encompassing provision from the State, previous pension arrangements, pension funding theories, investment strategies and what options there are for drawing benefits post-Pension Freedom & Choice reforms.
We believe that successfully engaged employees will provide the following benefits:
Better member retirement outcomes
We will encourage your employees to take control of their pension affairs, set realistic goals, and give them the tools to help plan ahead.
Our aim is that this increased understanding and engagement, in turn, will lead to better retirement outcomes.
Greater appreciation & understanding of benefits offered by employer
Employees who understand the benefits of tax relief, employer contributions, reducing charges (where possible) and actively getting involved with the investment element of pensions should result in a more empowered workforce who appreciate and value their workplace pension scheme.
"Adrian was very professional, He informed me of all that I needed to know and answered all questions I had in a manner that I could understand. His guidance has made this process swift and simple."
Arena Racing Company
"Very easy to follow but detailed presentation. It gave a good insight into pension contributions. I know more now than I ever did before! Both Adrian and Emma were very friendly and took the time to answer any questions that were raised."
United Trust Bank
"Actually made pensions seem interesting. Now that's a feat!"
"Adrian's presentation was both informative and enlightening. He has woken me up to doing something in the short term now which I'll benefit from in the long term come retirement - thanks Adrian."
"Really useful presentation on Pensions. I learned more in this hour than in any other business I've worked in. Thanks a lot!"
"He (Adrian) helped me understand my personal pension plan. The types of investments and the different plans. Before I went in to the meeting I was very confused but I came out with a clear understanding on what I need to do for my future."
US Tax & Financial Services
"It was easy to understand - explained in simple enough terms without lots of confusing extra information and jargon."
Beams Packaging Services
"Very helpful, explained everything in terms I could understand and left feeling reassured."
5 Hertford Street