Corporate pensions & employee benefits

Excellent provisions for your workforce

As a business owner, you want to provide the best for your staff. A quality company pension scheme and employee benefits package is a great way to attract and maintain the best people, to care for their financial wellbeing and reward them for their role in your success.

In addition the Pensions Regulator imposes strict rules and regulations around workplace pensions, it’s more important than ever to ensure you’ve got it right. We can guide you and your business towards making the right choices for your employees, while removing some of the burden of responsibility.

Just get in touch today and we can arrange a free, no obligation discussion about your requirements.

Good employee benefits can help you to attract and retain the best people

Here’s how we can help…

Review your existing provision

Did you know you could be fined by the Pensions Regulator if your workplace pension scheme isn’t fully compliant and fit for purpose?

We can review your current provision and determine how suitable it is for your budget and compliance requirements, to help you avoid making costly mistakes. Get in touch to see how we can help.

Employee pension schemes

As an employer, you have both an opportunity and a responsibility to help tackle the country’s retirement crisis by providing a quality pension for your staff. We can help you do just that.

We’ll research the whole of the market to source the best pension providers for your needs, and where necessary set up new plans on your behalf. Get in touch to see how we can help.

Employee benefits

Do you want to wow prospective employees and encourage existing ones to remain in the company for longer? Then you need a top-tier employee benefits package.

We can work with you to establish the perfect package for your business, so you can attract and retain the very best staff in the long-term.  Get in touch to see how we can help.


Regular reviews

It’s just as important to keep on top of things. We’ll regularly review your pension plans to ensure they’re still fully compliant, removing the administrative burden and leaving you free to focus on other things.

To start feeling confident about your corporate pension offering, just give us a call to see how we can help your business.

Occupational Pension schemes are regulated by The Pensions Regulator.

Client based in Cheshire

Mark provided clear, concise and understandable information on the options that were available to us. He talked us through our risk profile and provided sound advice on the action for us to take going forwards.

Client based in West Yorkshire

Mark is excellent at explaining the complexities of investing to somebody with very little understanding of financial matters. He has devised a portfolio of investments that should give me a comfortable living. He’s a likeable, approachable person with so much patience.

Client based in Cheshire

When we were looking to set up a trust fund for our daughter, Mark talked us through every step of the way. He made sure we fully understood the nature of what we were looking to achieve and formulated a sensible approach to the trust investment.

Client based in Cheshire

Having released equity from my house sale, I needed specialist advice regarding how to invest the money to achieve the best return. Mark helped by producing a comprehensive financial portfolio. He thoroughly explained how the service worked and was very helpful and professional throughout the whole process.

Client based in Cheshire

Mark has helped a number of my clients with key person insurance. He’s also reviewed my pension pots and advised me on the best way to manage them moving forward. I value that he’s available when I call.

Client based in Cheshire

Mark has listened to what I want to achieve and created a portfolio of investment products to meet my needs. He has clearly explained the options that are available to me along with the benefits and risks of each of the investments he has recommended. Mark has been my financial adviser for over 10 years and during this time I have been very happy with the quality of the advice he has provided to me.

Client based in Cheshire

Mark helped by initially spending time to understand my goals and objectives not just from a financial point of view but also for my life in general. He produced a detailed report that reflected our discussions and included recommendations which encompassed an overriding strategy. Mark has advised me on other important financial matters such as my pension, retirement income and inheritance planning.

Corporate client form

In our experience, most businesses do not fully appreciate the risks they are exposed to, or the solutions available to address them.
We can help. Get in touch today for a complimentary, no obligation discussion about what you can do to better protect your business.