BUSINESS AND EMPLOYEES

A strong and successful business needs to recruit, develop and retain the best talent, with a focus on financial wellbeing as a driver for a happier, healthier, more productive workforce. Our financial services for businesses include; employee benefit consultancy, workplace financial education and business protection.

Our expertise advising businesses as well as individuals, means we can guide your organisation on its overarching employee benefits strategy, as well as your people, individually, to help drive true benefits engagement.

Employee Benefit Consultancy

The workplace is changing. Recruiting and retaining the best talent needs a fresh, holistic approach to reward and engagement, where employee wellbeing is as important as wages. We can help. ...

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Workplace Financial Education

With money worries now recognised as the single biggest cause of personal stress worldwide, tackling the issue of employee financial wellbeing head-on could be one of the smartest business decisions y...

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Business Protection

People are the backbone of every successful business. They overcome problems, drive results and generate profits, So, it makes sense to ensure your business is protected from losing key personnel....

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BEYOND THE PAYSLIP BROCHURE

FINANCIAL EDUCATION BROCHURE

Latest News and Insights

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Addressing the retirement shortfall

Ignorance about the levels of savings you need for retirement can be blissful…….. until you actually…

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Chase de Vere finalists for Professional Adviser Awards…

We’re really pleased to announce that Chase de Vere has been selected as a finalist in…

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Chase de Vere investment manager selected as one…

Well done to Mark Owen, who is the Head of Discretionary Investment Management in Chase de…

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Have you seen my pension? The lost £31.1…

There are now over three million ‘lost’ pensions worth over £31 billion. We all lose things,…

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Student fees to rise in England in 2025

The long freeze on student tuition fees in England has come to an end. Do you…

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Why mortgage rates are going up when the…

Not every interest rate moves in the same direction. If you are approaching the end of…

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The consequences of higher employer’s national insurance contributions

The impact of the Budget’s increases in national insurance contributions (NICs) are not limited to employers.…

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Pensions and IHT: beware April 2027

The latest Budget move to count pensions as part of your estate for inheritance tax (IHT)…

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Coping with the employers’ NI increases

Many businesses are still trying to decide how to fund the dramatic employers’ NI increases announced…

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MoneyAge Awards

We were really pleased to be named as the winner of the Financial Adviser of the…

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