About Us

We manage and communicate workplace pension and employee benefits for the directors and employees of the business

Working mainly with employers that have 5 to 700 employees, we provide a high value planning service to help employees make the most of their workplace pension and other benefits.

We work in partnership with your HR department - just think of us as your virtual pensions department.

Over the years, we have built up considerable knowledge and skills that enable us to support employers and their employees in all aspects of their benefits planning.

For shareholding directors, we provide a structured planning service to help them maximise the opportunities of owning their business. This service is called The Director Programme™

The Director Programme™ is designed to help shareholding directors understand the interaction between the various taxes (business and personal), so they can take advantage of the planning opportunities that arise from controlling the cash flows through their business.