An employee benefit your people will actually benefit from

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Are you doing enough?

Someone on your team is at their desk right now, half reading an email about their pension. They've been meaning to look at the two old pensions from previous jobs too.

They've been wondering whether they're saving enough.... or too much in the wrong place? They'd like to ask someone "Am I on the right track?"

They're not sure who though.

So what!?

As a business, you're paying in the mandated contributions to their workplace pensions scheme. You're helping fund their future retirement. But, are you doing enough to help their wider financial understanding and well-being?

How can I find all my old workplace pension?

I've just had a windfall, what now!?

Am I doing enough with the old pensions?

Am I getting hit by the tax stuff I keep hearing about?

I'm close to retiring and the decisions feel huge, what do I do?

What will actually happen to my family if something goes wrong?

The questions people carry

Nobody walks into work carrying a flag that says "I'm worried about my pension".

The questions sit underneath the day. They come up in the small hours, or on the commute, or when a friend mentions they've just done something sensible with their money .

At any given moment in your team of people, most of these questions are live.

What a clinic day looks like

A clinic day is simple. We come to your offices for either half or a full day. Your people book a 30-45 minute slot through a shares calendar link. Each session is confidential, one-to-one and framed around whatever matters most to that employee. No sales pitches, no follow up pressure, no pushed products.

1

A short call with you to understand your

team, set the date, and share a booking link.

We handle the comms your people see.

2

A half or full day at your offices. A meeting

room, a coffee and 30 to 45-minute slots

booked through the day.

3

After the day, we share an anonymous

summary of the themes that came up —

never individual detail — to inform future

benefits decisions.

What 45 minutes looks like

0 - 5 minutes

Setting the scene

A short conversation about where the employee is in life, what matters most to them

financially right now, and what they'd most like to get out of the session.

5 - 20 minutes

The big picture

A walk through existing pensions, investments, savings and protection. Where things are strong, where there are gaps, where things are working against each other.

20 - 35 minutes

Focused planning

Whatever the employee most wants to dig into - retirement on track or not, pension consolidation, tax-efficient saving, protections needs, inheritance questions.

35 - 45 minutes

Next steps

A short summary of what we've covered and what, If anything the employee might want to do next. No pressure. No sales pitch. If ongoing advice would help, we say so. If it wouldn't, we say that too.

Get in Touch

If you’d like to talk through your plans or have questions about your financial position, we’d be happy to help. Get in touch to arrange an initial conversation.