For the answers to some commonly asked questions, visit the Employee Benefits Fees FAQs page.
Our range of comprehensive Employee Benefits Propositions ensures that we can provide support to business of any size and with budget. If after you review the below options you are still not sure which is best for you, please do send us a message. We would be happy to help and offer any initial guidance and support that we can.
| Launchpad | Engage & Connect | Partnership | |
|---|---|---|---|
| Number of employees | from £50 per month (3-10 employees) | from £90 per month (3+ employees) | from £167 per month (3+ employees) |
| Complimentary | Complimentary | Complimentary | |
|---|---|---|---|
| Introductory Discovery meeting | ✓ | ✓ | ✓ |
| Cost and concept benefit analysis | ✓ | ✓ | ✓ |
| Initial indicative benefit package costs proposal | ✓ | ✓ | ✓ |
| Engagement Fee | |||
|---|---|---|---|
| £245 | £295 | £345 | |
| Comprehensive fact find meeting | ✓ | ✓ | ✓ |
| Comprehensive Benefit and Engagement analysis | ✓ | ✓ | ✓ |
| Comprehensive Pension provider, and set up analysis | ✓ | ✓ | |
| Bench Marking review | ✓ | ||
| Full Benefit and Engagement Design and Recommendation | ✓ | ✓ | ✓ |
| Implementation Fee | |||
|---|---|---|---|
| £245 | £395 | £425 | |
| Client onboarding requirements | ✓ | ✓ | ✓ |
| Pre-populate benefit forms to set up schemes | ✓ | ✓ | ✓ |
| Liaising directly with Benefit providers to set schemes up and deliver relevent communications | ✓ | ✓ | ✓ |
| Employee one pager summary | ✓ | ✓ | ✓ |
| Employee Benefit Booklet creation and delivery | ✓ | ✓ | |
| Annual Employee Engagement strategy meeting | ✓ | ✓ | |
| Annual Employee Engagement company calender | ✓ | ✓ | |
| Introductory Benefit Presentation | ✓ | ✓ | ✓ |
| Ongoing Service and Support fee | |||
|---|---|---|---|
| £50 per month per company | £4.50 per employee per month | £8.33 per employee per month | |
| Annual Benefit Review | |||
| Discovery call 4 months prior to renewal date to discuss objectives for coming year | ✓ | ✓ | ✓ |
| Request for quotes from current providers covering any agreed variations | ✓ | ✓ | ✓ |
| Market review for cost comparison | ✓ | ✓ | |
| Assessment of quotes and market suitability | ✓ | ✓ | ✓ |
| Bench Marking review once every three years | ✓ | ||
| Full recommendations to client (one month prior) | ✓ | ✓ | |
| Inception / Continuation of cover based on recommendations (day of renewal) | ✓ | ✓ | ✓ |
| Reconcilliation of data (within 5 days of renewal) | ✓ | ✓ | ✓ |
| Arrangement of renewal reconcilliation accounts | ✓ | ✓ | ✓ |
| Compliance | |||
| Legislative templates and communications when required | ✓ | ✓ | ✓ |
| Annual Benefit Booklet updates | ✓ | ✓ | |
| Continuous GDPR analysis and reporting | ✓ | ✓ | ✓ |
| Ongoing Benefit Support and Administration | |||
| Monthly requests for staff changes | ✓ | ✓ | ✓ |
| Monthly reconcillation of employee data | ✓ | ✓ | ✓ |
| Monthly import or advices of changes to providers | ✓ | ✓ | ✓ |
| Employee underwriting and claims support | ✓ | ✓ | ✓ |
| Full pre-population of all relevant benefit documentation | ✓ | ✓ | ✓ |
| Full HR benefit training | ✓ | ✓ | |
| Dedicated customer relations manager | ✓ | ✓ | ✓ |
| Workplace Pension administration | |||
| Monthly assessment of workforce | ✓ | ||
| Generate monthly pension reports | ✓ | ||
| Reconcille monthly pension reports | ✓ | ||
| Apply monthly pension reports to provider portals | ✓ | ||
| Monthly sport checks to ensure contributions have been applied correctly | ✓ | ||
| Re-enrolment requirements | ✓ | ||
| Pension regulator reporting requirements | ✓ | ✓ | |
| Employee Communication and Engagement Centre | |||
| Half Yearly Financial Education drop in webinars | ✓ | ✓ | ✓ |
| Health and Wellbeing drop in webinars | ✓ | ||
| Annual Employee Engagement strategy meeting | ✓ | ||
| Annual Employee Engagement company calender | ✓ | ||
| Liaise with HR to deliver Employee Engagement presentations | ✓ | ||
| Quarterly Employee Benefit Induction presentations | ✓ | ||
| Two Financial Education lunch and learns per year | ✓ | ✓ | |
| One Health and wellbeing presentations per year | ✓ | ✓ | |
| Benefits Portal | ✓ | ||
| Employee Support hub | |||
| Employee contact centre for any Pension or Benefit queries | ✓ | ✓ | |
| FAQ centre | ✓ | ✓ | |
| Pension transfer support (chargable) | ✓ | ✓ | ✓ |
| Pension tracing support | ✓ | ||
| Continuation of medical cover support | ✓ | ||
| Benefits claim support line | ✓ | ||
| State pension forecast support | ✓ | ||
| Pension Projection tool | ✓ | ||
| Carry forward and taper allowance support | ✓ | ||
We offer a ran of workshops and presentations designed to provide a strong understanding of personal finance. From the fundamentals that new starts should know, to food for thought for those heading to retirement, and every life stage in between, with the support of our Financial Planning division, we can do a one off session or a series across the year.
Our most popular sessions are listed below. However, if there is a topic you are interested in that you do not see on that list, please do get in touch as we are sure we can help.
| Subjects | Description | Duration | Cost |
|---|---|---|---|
| The Art of Budgeting | This is the stage of life where your employees may have just starting out in their career, and seeking Financial Advice may not be in the forefront of their mind. Click for full details. | 40-50 minutes | £390 |
| Debt Management | |||
| Personal Financial Management and Behavioural Finance | |||
| Saving, and the Power of Compound |
| Subjects | Description | Duration | Cost |
|---|---|---|---|
| Getting on the property ladder (Part One) | Your employees may be in the process of settling down which naturally may lead to important life events such as marriage, house purchase and starting a family. Click for full details. | Part One – 1 hour | £225 |
| Protection considerations (Part One) | |||
| Wills and Lasting Powers of Attorney (Part Two) | Part Two – 40 minutes | £225 | |
| Saving for your future (Part Three) | Part Three – 50 minutes | £390 | |
| Cash Flow modelling (Part Three) |
| Subjects | Description | Duration | Cost |
|---|---|---|---|
| How much is enough in retirement? (Part One) | During this life stage our main objective will be helping your employees understand how much income they may need in retirement to meet their lifestyle. Click for full details. | Part One – 1 hour | £390 |
| Lifestyle Financial Planning (Part One) | |||
| Maximising income strategies in Retirement (Part Two) | Part Two – 1 hour | £390 | |
| Estate planning (Part Two) |
| Subjects | Description | Duration | Cost |
|---|---|---|---|
| Pension Education General (Part One) | Provides an overview of the workplace pension scheme in place at the company, including the relevent tiers and charges.
Click for full details. | 40 minutes | £390 |
| Pension Education Advanced (Part Two) | Provides a more advanced presentation of the many financial considerations employees should understand. Click for full details. | 1 hour | £495 |
| High Income Earners | Here we help high income earning employees understand the specific considerations they should be aware of and how to receive the best support. Click for full details. | 2 hours | £495 |
| Employee Benefit Seminars | Provides a comprehensive Employee Benefits presentation to help employees understand the value of the benefits package in place.
Click for full details. | 40 minutes | £390 |
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