Advisory services

Pension schemes

It is now a statutory requirement to provide the means for your staff (if you employ 5 or more people) to save for a pension. Many employers now incorporate a group staff pension scheme into their staff employment terms and conditions, along with other staff benefits such as life assurance and healthcare. These measures are often key to retaining and recruiting high quality staff.

We can provide advice and implementation for your staff schemes through one of our trusted Independent Financial Advisers. Once a scheme is selected they will set everything up for you, and discuss the options available with your employees. They will also carry out the administration needed.

A further option for your staff benefits package is a share incentive plan. Different classes of share can be set up to allow limited voting or selling rights and holdings can be allocated or purchased by staff. We can help you set up the necessary share structure to allow such a scheme to be introduced.

Contact us to discuss the benefits of introducing this type of scheme, and to arrange and appointment with an expert IFA, if appropriate.


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If you want a team who will put your best interests first and help you achieve the lifestyle you want, get in touch with us.