For businesses
Benefits your people value. Planning your business needs.
From workplace pensions and group protection to financial wellbeing days and planning for the owners, we match your business with FCA-regulated advisers who specialise in corporate work. One conversation to start.
Employee benefits
Everything an employer is asked for, from one introduction
Corporate advisers in our network design, set up and review benefits for businesses from ten employees to several thousand. Tell us what you have and what you'd like to offer, and we'll introduce the right specialist.
Workplace pensions
Setting up or reviewing your auto-enrolment scheme, default fund and charges, salary sacrifice, and governance that keeps you compliant with The Pensions Regulator.
Group life and death-in-service
Cover for employees' families, written in trust so that payouts are quick and outside the estate. Often the most valued benefit for the lowest cost.
Group income protection
Replacing part of an employee's salary during long-term sickness, with rehabilitation support that helps people back to work.
Private medical and health cash plans
Faster access to diagnosis and treatment for your team, structured to suit your budget and your workforce.
Financial wellbeing days
An adviser on site or on Teams for a day, holding private complimentary consultations with employees who book a slot. Confidential, personal and nothing reported back to you.
Seminars and education
Sessions on topics your people ask about: making the most of the pension, the April 2027 inheritance tax changes, managing money through change.
Corporate financial planning
Protecting the business and the people who own it
Key person and shareholder protection
Cover that keeps the business trading if a director or key employee dies or becomes seriously ill, and lets remaining shareholders buy out a share.
Director pensions and profit extraction
Employer contributions, relevant life policies and the most tax-efficient way to take money out of the company.
Corporate investments
Putting surplus company cash to work without compromising liquidity or trading status.
Exit and succession
Planning years ahead for a sale, management buyout or passing the business to family, including business relief for inheritance tax.
