Benefit Consultancy and Advice

This service dovetails with the Administration service to provide relevant guidance and advice on
  • Risk Benefit re-broking*
  • Scheme investments*
  • Scheme design, re-design and development
  • Legislative changes
  • Individual member issues
  • Assistance with annuity purchase or advice on transfers*
  • Employer related developments

*In conjunction with our sister company PFP Wealth Planning LLP.

We have successfully assisted a number of clients through changes from Final Salary to Revalued Average Salary and to Money Purchase.

Our innovative Structured Money Purchase approach has been well received by employers who are keen to rid themselves of the open-ended liability of their Final Salary scheme without necessarily upsetting or withdrawing their existing level of commitment to employee benefit provision.

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