Consultation

At our no-cost, no-obligation consultation, we will explore your needs, objectives, and budget. We will then propose tailored solution of products and services according to your requirements.

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Product Recommendations

We will analyse any existing benefits before designing with you an employee wellbeing package. These might include:

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• Life Insurance

• Income Protection Insurance

• Critical Illness Insurance

• Private Medical insurance

• Health Cash Plans

Financial Education

Through one-off sessions or a programme of events, we can help your employees understand the products provided, maximise the benefit they can extract from them and develop their broader money management capabilities.

Administration

As established employee benefit experts with an experienced administration team, we can provide support for your employees, including your HR and Payroll Teams by helping you with:

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• Contribution processing

• Claims processing

• Policy Renewals

• Member enquiries

Financial Education Services

• Financial education seminars

• Small group sessions

• Individual meetings with new employees

• Individual meetings with executives

• Provision of promotional material

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Governance

 We ensure that your employee financial wellbeing package is compliant and relevant by assessing the impact of legislation or product changes.

We constantly monitor the market for new products or services and undertake regular market-price comparisons to ensure competitive premiums.