Succession Corporate Benefit Solutions

Our specialist Succession Employee Benefit Solutions (SEBS) advisers provide employee benefits advice, consultancy and support to clients of all types and sizes, from workplace pensions and group risk to staff communications.

Helping you enhance your employee offering

Our experienced Benefit Consultants and Planners provide tailored advice for businesses looking to improve their employee benefit offering in order to boost recruitment and retain talent.

We also offer support to employees, helping them understand and appreciate their benefits. This can range from member education seminars and financial education presentations to one-on-one meetings to provide information and guidance.

Please note, The Financial Conduct Authority does not regulate advice on taxation and certain aspects of corporate services.

Risk & health benefits

Group Life Assurance
Group Dependants cover
Group Income Protection
Group Critical Illness Cover
Group Private Medical Insurance
Employee Assistance Programme
Cash plans
Dental plans
Travel plans
Voluntary benefits
Flexible benefits
Risk & Health ‘Essentials’

General benefit solutions

Pension consultancy
Scheme discontinuance
Pension scheme administration
Scheme secretarial services
Salary Exchange support

Our approach

It’s our job is to support businesses in meeting both their regulatory and employee obligations, and to create tailored solutions to help you reward, retain and recruit the team you need.

We do that by focusing on what’s important to you, fully understanding your evolving requirements, and building appropriate solutions for your needs.

Get in touch

If we can help you with any of the above, please don’t hesitate to contact our dedicated corporate benefits team on:
T: 01296 695300

Meet the team

Ann McDonald

Head of Succession Independent Schools

Aylesbury office

Corporate Benefit Solutions Literature

Succession Employee Benefit Solutions

Succession Employee Benefit Solutions Brochure

We are here to help you successfully implement employee benefit strategies that will lead to higher employee job satisfaction, higher job retention, and help attract the right new members for your team.

Download now

Book a meeting

It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.

To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.

Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.