Whatever the size, type or structure of your business, Burley Fox will help both the company and the management teams to build and administer an effective and efficient employee benefits system.
Employers sponsor benefit plans for a variety of reasons, and no two plans are the same. Regardless of the size of your company, our specialist team will tailor our advice to meet your specific needs and objectives.
Each qualified independent Chartered Financial Planner will advise on death and long-term disability cover, and pensions in line with other benefits, whether as a standard pension or risk benefit package, or within a flexible benefits plan.
If required, we will also arrange, design, produce and deliver written announcements, support material and communication programmes. This service can also include staff presentations, surgeries and individual meetings to explain the benefits and answer any questions they may have.
With decades of experience advising in this market, we keep abreast of all the latest developments, introducing them as and when appropriate.
We will work with you and provide the minimum of disruption and look to maximise efficiency wherever possible.
Burley Fox is authorised to advise upon all types of pension schemes (we no longer offer advice on Defined Benefit Transfers).
Our independent Chartered Financial Planners offer a complete range of services, from establishing brand new schemes, to reviewing, benchmarking and rebroking existing arrangements.
The service we provide to employers will take you through each step of the Government’s workplace pension reforms to ensure that your business always complies with the current laws.
We can also incorporate tax-efficient Salary Exchange schemes, which are used to either reduce employer costs or the boost members contributions.
Salary Exchange is an easy and efficient way to improve an employer’s benefit package.
The key benefits of this arrangement are:
• Employers save on their National Insurance Bill
• Employees save on their Tax and National Insurance Contributions
• These savings can then be used to provide additional benefits
As the working environment changes, so do expectations. This extends beyond the way we work to the way in which that work is rewarded. We provide a range of different employee benefit options for SMEs up to large national employers. To find out more, please contact Burley Fox on 029 2167 9770 or email firstname.lastname@example.org to discuss your requirements.
Burley Fox is able to assist you through all stages of the process, from planning and communications, to establishment.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Planning for your retirement and later life is much more than pensions.
Successful wealth generation is relatively simple, but requires patience.
Everything needed to attract, reward, motivate, retain and engage with your staff.
The experienced team at Burley Fox will help you, your family and business with expert independent financial planning and wealth management advice. Building your wealth, protecting you and your loved ones and your business, and planning for the future is what we do. To talk to us about your requirements, please contact us today.