As part of any benefits package that you offer your staff, Oakley Financial Solutions can provide your employees with a Personal Financial Review service.
Typically we advise employees falling into one of four categories within your company:
Where we provide an overview of the benefits that the employer provides and then check that all of their other requirements have been considered and addressed.
As above, plus covering any benefits that they may have inherited or lost from their previous employment.
As above, plus looking at options to continue current benefits and consider those offered in their new position.
When your employees retire, they need to ensure that they have looked after all their financial needs for the future. With retirement planning it is best to ensure that their pension and investment plans are correctly positioned to provide them with the necessary income, in the most tax efficient manner, and ensure these plans are suitable for their new lifestyle and their new attitude to investment risk. Auditing and reviewing these plans before retirement is always advisable so your employees can enjoy their retirement with peace of mind.