Corporate Services

Retirement Planning Service (RPS)

For businesses looking to enhance their staff benefits package.

Your staff are your most important asset. With our corporate services you can ensure you are properly investing in them and building strong relationships. Whether you are looking to review your existing arrangements or put new schemes in place, we can help.

As part of our service, we also provide advice for your employees. Whilst auto-enrolment means joining a scheme is now automatic, employees still benefit from guidance about contribution levels, tax relief and investment fund selection. We agree on a suitable level of service with you, paid for by the company, to give your team confidence that our advice is unbiased by thoughts of commission.

Additionally, we provide guidance around ‘key person’ requirements. This is an often-overlooked area for small businesses but it is crucial to have plans in place regarding anyone whose prolonged absence would have a serious impact on the business. We find this question frequently ties in directly with the personal financial planning of individual business owners.

The FCA does not regulate tax planning, or advice to firms on setting up Auto-enrolment schemes. The value of your investment is not guaranteed and can fall as well as rise.

Other Services

Saving & Review

Saving & Review Service (SRS)

Proactively helping you determine and take the first steps on the road to a sound financial future.

Retirement Planning Service

Retirement Planning Service (RPS)

From pensions to ISAs, everything you need to plan, implement and enjoy your retirement.


Employee Services

Advice and guidance around financial planning for individuals working for one of our corporate clients.