services: financial advice

Unlike most technology only providers, we are qualified and authorised to give financial advice. In conjunction with our sophisticated online planning tools we can help your employees determine the answers to questions such as:

• Given their desired retirement age and income, are they contributing enough to their pension?
• How might ‘A-Day' affect them?
• What is the appropriate investment strategy for them?
• Should they consider taking up a salary sacrifice benefit?

We can offer your employees access to our qualified financial advisers either in person or via our telephone helpline as appropriate.