Employee benefits

Providing you with a complete employee benefits solution

Building an attractive employee benefits package can help to attract and retain talent. That’s why we take time to really get to know your business and design an employee benefits package that both you and your employees love.

Designing a rewarding employee benefits package

Employee benefits packages can be designed in all shapes and sizes. We know the best solutions need to be attractive for your employees but also needs to be financially viable for the company. Group risk policies (also known as employee protection) and workplace pensions are both common financial products that form part of employee benefit packages. In addition to this, as independent financial advisers, we can also offer one-to-one financial advice to your employees.

Group risk and medical

From group income protection to group life assurance and medical, we will help you to choose a range of protection policies that your employees will value. We will then find the best products for your needs and ensure you get the right cover on the best terms agreed for your chosen products.

Workplace pensions

Our in-depth knowledge of pensions enables us to advise on the best type of pension scheme for your business whether you are considering a group personal pension scheme or master trust. We then research the whole market to find the right workplace pension that provides an attractive proposition for your employees and ensures you are aligned with auto enrolment and  government legislation.

One-to-one employee advice

Our independent financial advisers can provide one-to-one advice to your employees on all aspects of financial planning. This includes advice on retirement planning (including pension transfers), investments and protection.

Working closely with you, we can manage the implementation of your employee benefits package and provide on-going management. Our services include:

  • Employee communications
  • Employee education and financial advice
  • Individual scheme member issues and enquiries
  • Compliance support
  • Management of legislative changes
  • Trustee training and employer training
Our new app is here!
Download our new ‘My IFA’ app to get access to tax calculators, financial guides, expenses tracker and more. As a client you can also get full access to the Personal Finance Portal to view your investments and valuations.

Log in to your account

Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.

> PFP Wealth management

> Pantheon

> Employee benefits