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Recruitment and Retention

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A suite of good employee benefits is essential for many employers fighting to attract and retain the right calibre of employees.

We help employers to consider the potential benefits of offering employees access to a wider range of benefits and/or greater choice. We have significant experience of ‘flexible remuneration packages’ and can advise on the tax treatment of additional benefits, both from an employer and employee perspective

Group schemes, such as Death in service and Income Protection are becoming the norm, rather than nice to haves.

Death in service schemes provide a cash lump sum in the event of the death of an employee and can be a lifeline for your employees dependants to help them manage financially if the worst happens.

Income protection provides an income (usually up to state pension age) if the employee cannot work due to a long-term illness or injury. Not only does a group income protection can benefit the employee, it also benefits companies to help manage sickness and rehabilitation costs to enable member of staff to get back to work and reduce the period of absence and impact on the business.

For employers who are new to these types of benefits, we source and implement them to maximise employee engagement to show how they are valued.

For seasoned employers who are already advocates, we review and restructure Group Protection policies and source the best terms available from the whole market​ to deliver the best possible value for money.

Healthcare schemes used to be the preserve of larger companies. Competitive terms are available for smaller groups of people and sometimes individuals through tailored group arrangements which we can advise on.

Employee Benefits

We understand that attracting and retaining good employees is fundamental to long term success.

We help employers to consider the potential benefits of offering employees access to a wider range of benefits and/or greater choice. We have significant experience of ‘flexible remuneration packages’ and can advise on the tax treatment of additional benefits, both from an employer and employee perspective.

We can help by: 

  • Providing or reviewing existing risk-based arrangements, such as Group Life, Group Critical Illness and Group Income Protection plans to ensure these are competitive.
  • Providing advice on the full range and structure of defined contribution and money purchase occupational pension schemes, with the aim of reducing administrative complexity and costs.
  • Reviewing or providing Group Personal Pension schemes (GPPs), Stakeholder schemes, Self Invested Personal Pension Plans (SIPP) and Small Self Administered Schemes (SSAS).
  • Giving clear guidance to employers on the tax treatment of pension contributions, identifying any changes to pension legislation and terms of pension provision for staff.
  • Reviewing existing schemes to ensure their continuing suitability and competitiveness, in terms of both costs and benefits.

The Financial Conduct Authority does not regulate taxation and some aspects of corporate financial planning, occupational pensions and Small Self-Administered Schemes

Perspective (Warwick Financial Solutions)

Warwick Office
3 Charles Court
Budbrooke Road
Warwick
CV34 5LZ

Telephone: 01926 400441

All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.

Perspective (Warwick) is a trading style of Perspective (South) Ltd which is authorised and regulated by the Financial Conduct Authority.
Perspective (South) Ltd, Registered in England and Wales No 03120930 Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (South) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk