Employee Benefits Consultancy
& Scheme Management
Attract and keep
- Core benefits: group pensions, life assurance and income protection; group critical illness and private medical insurance
- Intuitive and integrated employee benefit platforms: all your core benefits in one place; easy access for employer and employees
- Voluntary benefits: a wider choice of benefits without additional costs or admin
- Flexible benefits: choice
- Salary sacrifice: boost benefits offerings at little extra cost with tax efficient perks. Pension schemes, childcare vouchers, bikes for work, mobile phones, car parking
- Total reward statements: show your employees the true value of their total remuneration package
Corporate Financial Planning
Protect and grow
- Financial protection: safe guard against death or serious illness with key person insurance
- For Professionals: strategic updates and end of year tax information for company accountants and other professional advisers
- Retirement planning for Directors and Owners: tailored pensions advice, reviews and consolidations; tax efficient exit strategies
- Personal retirement planning for Employees: tracking pension benefits, providing seamless inter-employer moves for new recruits
- Human Resources: expanding your professional resource
Dream and plan
What it involves
- Comprehensive planning and strategy development with full written report and recommendations
- Annual review
- All Asset Portfolio Construction Service
- Professional Links
- Inheritance tax and Estate Planning
- Taxation Planning
- Retirement Planning and SIPPs
- Assets moved to Chesterford Portfolio Administration Platform
- Full file maintenance
- Online access to full asset portfolio and net worth assessment
What it costs
- Free initial consultation at Chesterford offices
- One off membership fee
- Monthly retainer
- Unlimited access to your Planner
