Working with directors, HR managers and employees, Engage Wealth Management will help to establish an offering that is unique to every business.
We have extensive knowledge of corporate pensions, having previously helped business with anywhere from 10 to over 1000 employees set-up schemes for their staff in various sectors including professional services, charities, sports clubs, manufacturing and everything in between.
At Engage Wealth Management we passionately believe that improved financial health can impact on physical and mental health too. The first step to improving financial health is financial education.
Our team will spend time, whether through 1-1 meetings, brochures, or wider staff presentations, educating staff about pensions and their finances to help them feel more secure about their financial future.
Every company operates differently, with different staff demographics, locations and work patterns. Therefore, we will look to establish an exceptional level of service whilst creating the least disruption as possible to your business.
Employing the services of Engage Wealth Management means your staff will have access to an independent pension’s expert. We also have direct access to every main provider, ensuring we can help payroll/HR quickly and efficiently with any questions or concerns.
Furthermore, every company has varying cultural and ethical viewpoints, and these factors now play a vital role in deciding how their money is invested.
Our aim is to establish an offering that suits your business and fits alongside other employee benefits you may already have in place and reduce the burden on you as the employer.
Our offering can include the following:
How employer’s benefit
Services to the employees
Engage Wealth Management will receive an annual fee from the employer to cover the points above. This will be agreed between Engage Wealth Management and the employer. No commission is received from pension providers, in line with new regulation introduced in 2012. Our annual fees can be paid upfront or by monthly standing order.
In relation to employees, any specific advice required, such as advice on transferring other pensions or one-off lump sums will be agreed directly with the employees in line with our Retail Client Agreement. Any fees paid by employees can normally be deducted from their pension scheme funds.
Features to be included in future
Financial education seminars
Credit score/saving for a home/budgeting
Protecting yourself and family
Beginner investments (non-pension)