Corporate Financial Services
With public awareness of debt and other financial matters on the increase, it is ever more important for your employees to have a better understanding of their personal financial situation and have clear objectives for the future.
Our objective is to put this into perspective by providing user friendly literature on personal financial matters and access to professional advice to your employees.
There are a number of methods that we use to provide these services:
Group Sessions - we would use these sessions to communicate the features of existing benefits, any changes in benefits and any legislative developments that impact scheme members and their nominated beneficiaries.
Individual Surgeries - through personal financial advice we can focus on the individual employee's own benefits and provide guidance and support to ensure they have a clear understanding of their current and anticipated financial position and plan accordingly to mitigate any financial concerns they may have.
Financial education programmes - we can provide access to financial education information across the company covering a breadth of topics including, taxation, personal finance, savings and investments, Inheritance and retirement planning. This can be delivered face to face or online. The online system also includes a number of built in calculators covering areas such as budgeting, mortgages and understanding your tax code.
This also has the advantage of being accessible at any time and gives employees direct contact with our advisers through an advice centre allowing independence and also reducing the need for HR to provide information on benefits.
Lifetime Financial Planning - Our Lifetime Financial Planning service offers a more bespoke, fee based solution that is more suitable for your senior employees with the aim to help build, manage and protect their wealth according to their individual circumstances and financial objectives. Further information on this service is available on request.
For more information on our employee advice services, please contact us or request a call back.
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