Today's employees have wide ranging financial requirements from simple mortgage advice and tax-efficient savings schemes, to more complex, tax and retirement planning.

Failing to address these areas on a regular basis could have unexpected and damaging financial consequences. Consequently there is an increasing trend for employers to put arrangements in place that can help employees deal with personal financial planning matters.

Research has shown us that many employers expressed a responsibility regarding their employees' financial well-being and would hope that they had access to good financial advice. Employees value this type of service as they see their employer taking a genuine interest in their financial well being. In turn, this strengthens the relationship with your employees, increases retention and productivity.

The Solution
The Employee Wealth Management Advisory Service is available to employers who want to provide this service to their staff and offers a comprehensive appraisal of their personal finances together with suggested solutions.

The basic concept is to open a variety of new communication channels with employees to qualified IFA consultants who specialise in all aspects of financial planning including mortgages, investments, protection and retirement planning.

The process works on the following basis:

Step1. Conduct Financial reviews
Step2. Conduct Needs analysis
Step3. Set time objectives,goals and reviewpoints
Step4. Present individual solutions

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