Although you may be providing your executives and key employees with a generous pension and other benefits that work well on a corporate level, it may be that high earning employees need more specific tailored advice on an individual basis.
We can provide services ranging from light touch ‘lunch and learn’ sessions on Annual and Lifetime Allowances and workshops on how to assess their historic pension benefit, right through to individual retirement planning and, ultimately, ‘at retirement’ advice and services.
These services can be Company or employee funded or a mixture of both - with the presentation/lunch and learn sessions for pension governance requirements on education and communication funded by the employer with individuals funding their own ‘at retirement’ advice and services. These services provide useful tools for the employer to engage, recruit and hold onto their key appointments and assist with internal succession planning.
If you would like to explore these services in more detail please contact:
Catrina Ogilvie: firstname.lastname@example.org
Brett Smith: email@example.com