Corporate Financial Wellness Advice
Our new Corporate Financial Wellness Program is a service which we offer to companies who wish to promote financial wellness in the workforce. Each Wellness Program can be tailored for each individual company, depending on the size of the workforce and budget available and the services required.
The program is broken down into 2 parts:-
1. Technical and Administrative Support for Management
2. Employee Training and Education
Benefits of implementing our Corporate Financial Wellness Program
- Reduces the work burden on HR and Financial departments
- Better retention of staff as they feel more valued
- More productive and motivated staff as a result
- Your company will be seen as an attractive place to work for new employees.
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Corporate Financial Wellness
Benefits of implementing our Corporate Financial Wellness Program
Our Corporate Financial Wellness program can be tailored for each individual client. Some or all of the above service can be cherry-picked from the list explained above and added as part of your Corporate Financial Wellness Program.
We are also available for hire to run professional seminars and workshops, for a variety of audiences across a wide range of industries
Technical and Administrative Support for Management
This service is something very similar to an outsourced, in-house financial advisory service. It is aimed to help HR and Financial departments in dealing with all financial matters arising from employee benefits offered to staff.
The areas we focus on to help management are:
Step 1
Pensions Consultancy Service
If your company has an existing pension scheme, we liaise closely with all relevant parties the financial/HR departments, the pension trustees department/Pension Providers and the Employees in dealing with all pension related queries. There include: The preparation and calculation of each employee’s retirement benefits on request Assist ex-employees who wish to transfer out of the company pension scheme
Step 2
Pensions Consultancy Service
AVC requirements, explanation and options Signing up new members of the scheme Independent redundancy advice if needed Retirement advice for both current and deferred members Answering any technical queries that either management or staff may have with regard to the clarification of the pension scheme rules
Step 3
Setting up and adding any new Employee Benefits
Here we assist companies in setting up and administering the following on request; A new Company Pension Scheme Group Death-In-Service Benefits (Life Insurance for some or all of the workforce) Group Health Insurance (Health Insurance for some or all employees) Group Income Protection (Sick Pay Entitlements for staff)
Corporate Financial Wellness
Employee Training and Education
This part of the program is specifically focused on the training and education of employees. We implement this training on both collective and on an individual basis on request.
- Seminars/Workshops for Employees
We provide ‘Education and Training Seminars/Workshops’ to employees on a wide range of topics.
Senior management can decide on the frequency of the workshops and the topics. The main topics usually requested are;
- Company pension scheme Education workshops
- Payslip analysis and employee tax credits explained (p60, p21, P45 etc)
- How to do your own personal tax return
- AVC's – The advantages and disadvantages of having one
- Mortgages (First Time Buyer Mortgages, Switcher Mortgages, Loan Consolidation and Cash Release Mortgages)
- Retirement workshop
- Redundancy Workshops
- Other topics on request.
- How to do your own personal tax return
These workshops can be tailor-made for each individual company depending on the number of employees, the number of workshops requested and the budget available.
Employee Training and Education FAQ
One to one Financial Health Screening
Payslip Analysis
Pension update and calculations
Existing Policy Review
Mortgage Review
Budgetary Advice
Tax Returns
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