Business Planning


Business Planning

An existing client contacted us as they wished to review the employee benefits they offered to their employees. 

Our client was concerned that the current employee pension scheme was not compliant with new Auto Enrolment rules. We provided advice on their Auto Enrolment obligations as an employer and thereafter replaced their existing employee pension scheme as the old scheme did not comply.

Our client wanted to ensure that their staff were educated and informed about pensions and retirement planning. As a result, we structured a presentation to all of staff across many office locations about retirement planning and the new scheme their employer was setting up for their benefit. 

We agreed as part of our ongoing service to offer twice yearly reviews to all staff, not only on their pension but to answer any questions they may have about all areas of financial planning including protection, mortgages or investment planning. 

Our advice not only assisted our client meet the minimum standards and deadline for Auto Enrolment compliance, but also served as a valuable employee retention tool for his business.