Providing the right mix of employee benefits can go a long way in helping your company recruit and retain the best people around.

At FORM Financial Clarity, our Employee Benefits consulting team have years of experience in dealing with companies of all sizes and we aim to support both you and your employees, not only with your pensions, but with a whole range of employee benefits.

We all know that valued staff create a positive workplace, which can only mean long-term success for your business.

Workplace Pensions

Our Workplace Pension consultancy services are an important part of the services we provide for your employees.

Due to the complex nature of pensions, people can often put off retirement planning until it’s too late. Through group presentations and 1:1 support we aim to simplify the pension planning process to help your staff achieve the best possible outcomes at retirement.

We also aim to help you minimise risk to your business by implementing a governance framework, ensuring your scheme remains suitable and that you are meeting your legal and regulatory duties.

Our typical pension consultancy services include:

• Attendance at pension governance meetings and provision of governance reports
• Ongoing scheme monitoring
• Market reviews (where appropriate)
• Scheme audit
• Pension salary sacrifice advice and implementation
• Remote support for employee and employer queries

The value of a Pension with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.

Financial advice services for your team

Our Employee Financial Advice Services are an important part of the services we provide for your employees. We believe that financial wellbeing is key to the success of our business.

We believe that everyone should have the right to access information, guidance, and advice to help improve their financial understanding.

We make ourselves visible and heard – our support could take the form of a group presentation, 1:1 support in review meetings, or simply being at the end of the phone if we’re needed.

Other Employee Benefits

We take the time to understand your requirements and we’ll work with you to introduce a wide range of compelling employee benefits. Benefits that are not only aligned with your company culture and help you manage your business more effectively, but are also really valued by your employees, such as:

• Private healthcare
• Life insurance
• Critical Illness cover

We work closely with a panel of leading providers in the group protection and healthcare market. Our ongoing brokerage services are based around the following services:

• Benchmarking and scheme design
• Market research and formal recommendation reports
• Completion of the annual renewal process
• Underwriting and market/legislative update support

Client Testimonials

We have worked with Form Financial Clarity for a number of years.

They not only provide support on our pension scheme but also our wider benefits offering. Matt and the team support us throughout the whole year and are on hand to answer our queries at any time.

I would highly recommend FFC.

Helena Flavell, HR Business Partner, Higgs LLP

We have worked with Form Financial Clarity to help us make decisions around our company pensions provisions and wider employee benefits.

Form Financial Clarity took time to understand our business before helping us decide on what was the best solution for us. We are happy the right decisions have been made based on the advice and recommendations we received from Matthew and the team.

Through the relationship we have developed and the advice we have received, we would happily recommend Matthew Egginton and Form Financial Clarity. 

Richard King, Certes IT Service Solutions