Our Business Process


  • Step 1

    Meet with Finance Director or Head of Human Resources. Discuss existing company pension and other employee benefits.

  • Step 2

    Gather detailed information on existing company pension scheme and other employee benefits to enable us to provide a comparison.

  • Step 3

    Produce a comparison of existing arrangements with a new scheme building in more employee benefits. This will include a comparison of both cost and benefits.

  • Step 4

    Present a comparison of both schemes to the company decision makers.

  • Step 5

    Present full details of the new proposals to employees.

  • Step 6

    Complete paperwork.

  • Step 7

    Put in place a service agreement for on-going advice to the Company and its employees.

Corporate - Our business process
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