Supporting Businesses & Employees
Every business has different needs, which is why we take time to understand your organisation, workforce and objectives.
Our corporate services are designed to support employers with workplace pension arrangements, employee benefits and educational initiatives that help employees better understand their financial provisions.
Financial Planning Support for Businesses and Small & Medium Sized Enterprises (SMEs)
At CDP Wealth Management, we support businesses and SMEs across the UK with workplace pension schemes, employee benefits and financial wellbeing initiatives.
We work with businesses of varying sizes, from smaller organisations through to companies with hundreds of employees, helping employers understand their workplace pension responsibilities and support their employees through effective benefit solutions.
Through our corporate pension services, the workplace pension schemes we support collectively hold approximately £20 million in assets for over 750 employees.
How we can help
Workplace Pensions & Auto-Enrolment
Workplace pensions are an important part of employee benefits and employer responsibilities.
We support businesses with:
- Group pension schemes
- Auto-enrolment requirements
- Workplace pension reviews
- Ongoing pension provision considerations
- Pension salary sacrifice
Our aim is to help employers understand their options and ensure their pension arrangements remain aligned with their business and workforce needs.
Workplace Pensions & Auto-Enrolment
The value of pensions and any income from them can fall as well as rise. You may not get back the full amount invested.
Advice on auto enrolment pensions is not regulated by the Financial Conduct Authority.
Workplace Pensions & Investment Surgeries
Helping employees understand their workplace benefits can improve engagement and confidence.
We provide one-to-one employee workplace pension and investment surgeries, visiting employees to provide education around pension provisions and answer questions about specific financial products and arrangements.
These sessions are designed to improve understanding and awareness, rather than provide individual financial recommendations.
Employee Benefits
Employee benefits can play an important role in attracting and retaining employees.
We support businesses with a range of benefit solutions, including:
- Private Medical Insurance (PMI)
- Income Protection
- Death in Service (Life Insurance)
We provide support on an advisory and intermediary (arrangement) basis, helping businesses consider benefit solutions that may be suitable for their organisation and employees.
A Trusted Partner for Business
As Financial Planners, we are product and fund agnostic, meaning we have access to a broad range of products and providers across the market.
CDP Wealth Management is regulated by the Financial Conduct Authority (FCA), and we provide businesses with professional support built around clear communication, ongoing relationships and a thorough understanding of their objectives.
Looking to Discuss Your Financial Planning?
Whether you are reviewing your workplace pension arrangements, considering employee benefits or looking to support your workforce through financial education, we would welcome the opportunity to discuss how we can help.
Looking to Discuss Your Financial Planning?
Whether you are reviewing your workplace pension arrangements, considering employee benefits or looking to support your workforce through financial education, we would welcome the opportunity to discuss how we can help.