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Financial Employee Benefits Packages

Creating an Employee Benefits package that is compelling enough to attract people to work in your business, that engages them while they are there, and makes them want to stay is no easy task. Here at Money Advice & Planning we can work with you to design a package that is right for your business.

Why set up a
Group Pension
Scheme?

Corporate Pensions

Setting up a group pension scheme for employees is a highly effective way to improve staff welfare and encourage loyalty. At Money Advice & Planning we aim to provide employees with flexibility and choice when it comes to their finances and our group pension schemes are no exception. We pride ourselves on our in-house investment management process which we use to maximise returns for clients and this process would be applied to any pension schemes we offer with the aim of maximising your employee’s income in retirement.

We would also give employees access to our “Retirement Planning Service” to let employees see the real benefits of saving for retirement, show them what their retirement could potentially look like and, help them work towards their financial goals.

The government have made corporate pensions a requirement for all employers via auto enrolment but, having your own bespoke group pension scheme in place, to maximise potential income in retirement for employees, will help to demonstrate your commitment to your employees and show how you want to help them both now and in the future.

Why choose
Money Advice
& Planning?

From initial advice, to setting up a scheme, ongoing administration of the scheme, to, most importantly, the investment results we can achieve for your employees to maximise their retirement income, Money Advice & Planning have it covered.

Corporate Pensions

Advice

Set Up

Admin

Results

I want to
Protect my
Employees

Group Risk Cover

Group Risk covers a range of different types of insurance which include Group Life Insurance, Group Income Protection and Group Critical Illness. Each type of insurance is designed to cover your employees when things take a turn for the unexpected.

Group Life Insurance

Life insurance is one of the most important employee benefits and providing Group Life Insurance will give employees and their family peace of mind and will also promote greater loyalty to the company.

Group Income Protection

This benefit is designed to provide employees with a regular income when they are absent from work for a long time due to suffering a long-term disability. Removing the stress caused by long-term disability is an employee benefit that is much appreciated by staff and encourages employee loyalty to the company.

Group Critical Illness

Critical Illness Cover is a policy which covers serious illness listed within the policy. If you are diagnosed with one of the listed illnesses then the policy will pay out a tax-free, one-off payment (subject to terms).

Workplace
Financial Advice & Education

I want to give my employees
access to financial advice & education

Workplace Financial Advice

Workplace financial advice is an employee benefit in its own right. It shows that you care about your employee’s wellbeing by providing them with access to an Independent Financial Adviser in their workplace and allows them to receive advice in areas that typically include:

  • Retirement Planning
  • Investments
  • Family protection
  • Mortgage Advice
  • Tax Planning
Workplace Financial Education

Workplace Financial Education gives your employees a better understanding of money and investments and allows them to make more informed decisions both now and in the future