Employee Benefits

Whatever the size, type or structure of your business, we can help both the company and the management teams to build and administer an effective and efficient employee benefits system.

Employers sponsor benefit plans for a variety of reasons and no two plans are the same.

Regardless of the size of the company, we tailor our advice to meet the specific needs and objectives of each client.

Our qualified financial advisers can advise on death and long term disability cover, and pensions in line with other benefits, whether as a standard pension / risk benefit package, or within a flexible benefits plan.

If required, our advisers can arrange, design, produce and deliver written announcements, support material and communication programmes. Including staff presentations, surgeries and individual meetings to explain the benefits and answer any questions.

With the combined experience and many years of advising in this market, we keep abreast of all the developments, introducing them as and when appropriate.

We work with our clients and providers to minimise disruption and maximise efficiency where possible.


We are authorised to advise upon all types of pension schemes.

Our advisers are able to offer a complete range of services, from establishing brand new schemes, to reviewing, benchmarking and rebroking existing arrangements.

Our service will take employers through each step of the recent government workplace pension reform to ensure they comply.

We can also incorporate tax efficient Salary Exchange schemes, which can be used to either reduce Employer costs or boost member contributions.

Salary Exchange

Salary Exchange is an easy and efficient way to improve an employer’s benefit package.

 The key benefits of this arrangement are:

  • Employers save on their National Insurance Bill
  • Employees save on their Tax and National Insurance Contributions
  • These savings can then be used to provide additional benefits

As well as being used to enhance pension contributions, it can also be used to fund childcare vouchers, bikes for work, or voluntary benefits under a flexible benefits scheme.

We are able to assist you through all stages of the process, from planning, communications, to establishment.

Tax treatment depends on the individual circumstances of each client and maybe subject to change in the future.