We are dedicated to understanding your financial goals and help you achieve them. We offer workplace presentations to provide staff with a good understanding of the key features, benefits, and options of their pension plan.

The current environment of change and uncertainty is creating an increasing need for staff of all ages to find out more about their workplace pension benefits, giving due consideration to their future financial plans.

Our presentations are delivered face-to-face by a Specialist Adviser and designed to be insightful and informative, making sure the staff get the most out of the session. We can provide our sessions to fit with your timetables and staff availability, but typically provide a one-hour presentation plus a Q&A session.

What will be covered

• Understanding the benefits of your occupational pension scheme

• Understand the differences between final salary and career average schemes and how to work out which applies to you

• An overview of the Age Discrimination case and the impact on the scheme and your benefits

• The different options of retirement that are available

• Ways to enhance your retirement provisions