Financial advice to support your employees from recruitment to retirement
The workforce is changing. Your employees have vastly different goals emerging between generations from those planning for imminent retirement to millennials struggling with university debt and scaling the housing ladder. Business financial planning can help.
Our Workplace services are designed to help you enhance your business. With our business financial advisers we help you build better strategies to reward, develop and retain your people.
Our financial advice services for businesses and their employees
We’ve collated our services under the banner of Workplace. That’s because every service we provide our Corporate clients is designed with the needs of the workplace in mind, whether that’s creating an Employee Benefits strategy, or supporting your people’s Workplace Wellbeing.
Our services
Employee Benefits Advice
We can review and help you enhance your benefits, ensuring your people truly value the rewards you provide – such as your workplace pension, group risk policies, salary exchange, ultimately saving you and your people cash. As your business financial adviser, we can support you with:
We believe your people are at their best when they feel mentally, physically and financially fit to face the day. We help you select products and services for your team, and help your employees understand how to make the most of them. Your Workplace financial adviser can help you enhance your workforce with:
Why is financial advice important for businesses and their employees?
Finding the time to focus on your business financial planning, on top on everything else can be a challenge. Your Accounts or HR team may manage workplace pensions and benefits on their own, or you may do this yourself. Business financial planning gives you an expert on your side who can point out opportunities and offer their know-how.
We are there to help you create a culture of staff wellbeing that supports your employees throughout their time with you, from understanding the benefits that you invest in, through to planning their retirement.
Retention and reward strategy
Reward your employees for their contributions with your rewards strategy. Avoid issues with employee retention with benefits that keep employees motivated and engaged, with benefits that suit them both at work and at home thanks to our Workforce Demographic Analysis.
Supporting your key people
Business owners often need a helping hand managing their personal finances, as well as those of their business. We can help you support your executives directly by providing holistic personal financial advice that covers everything from their pension arrangements to wealth planning to protection.
Protect your business
No one can predict the future. Business protection can help you protect your business should a director, partner or key employee become critically ill or die. Get peace of mind and minimise the impact of losing key employees.
Financially confident employees
Your corporate employee benefits and a pension mean more when your employees fully understand what their benefits mean to them. With financial education, your people can become more financially confident, and more able to focus on the tasks at hand.
What can clients expect when they work with Wren Sterling?
Paul has worked in the employee benefit industry for over 25 years, 15 of which have been spent advising companies on their employee benefit strategy.…Read more
Bramwell has 40 years of financial services experience with the past 37 years in employee benefits. Areas of advice include group pensions (both…Read more
Sarah has worked in the financial services industry for over 25 years. She joined Wren Sterling in 2016 having worked as an independent financial…Read more
Bryan has worked in the employee benefit industry for over 20 years and before that he ran his own IFA practice. Bryan has been heavily involved in…Read more
Roger has over 25 years’ experience providing advice to SME clients on employee benefits provision. This includes the review and communication of…Read more
Paul has worked in the employee benefit industry for over 25 years, 15 of which have been spent advising companies on their employee benefit strategy.…Read more
Bramwell has 40 years of financial services experience with the past 37 years in employee benefits. Areas of advice include group pensions (both…Read more
Sarah has worked in the financial services industry for over 25 years. She joined Wren Sterling in 2016 having worked as an independent financial…Read more
Bryan has worked in the employee benefit industry for over 20 years and before that he ran his own IFA practice. Bryan has been heavily involved in…Read more
Roger has over 25 years’ experience providing advice to SME clients on employee benefits provision. This includes the review and communication of…Read more
How can Wren Sterling help with financial planning for business
With so many choices to make, getting an effective Employee Benefits and Staff Wellbeing strategy in place can be complicated. Workplace pensions alone have many rules and regulations, and it’s important to get it right, so it pays to work with an expert.
We can support your employees’ wellbeing at work, learn about your business’ challenges and opportunities, and build a solution that works for you.
Why choose Wren Sterling to support your employee benefit and wellbeing strategy?
450
Trusted by over 450 businesses as clients
80,000
employees supported
600+
workplace schemes advised on
Correct at September 2024
Sarah Herd and her team of professionals have been working with our HR department for several years. Their support is highly valuable to us, not only in terms of the expertise and services they provide, but also in terms of their responsiveness, availability and excellent sense of service. Wren Sterling, through this team, greatly facilitates the management of our various benefits and schemes and we are very pleased to be building a longterm relationship with them.
Carole Csorgei, FIA
FAQs
How are employees given financial education?
How are employees given financial education?
Financial education can ensure that your employees value the benefits that have been put in place on their behalf. Our Workplace team lead workshops, webinars and one-to-ones on key financial topics, helping them get to grips with financial worries (which can be the biggest cause of stress in the UK working population.)
What employee benefits can I offer?
What employee benefits can I offer?
Our range of services for businesses is very broad because we act as your reward strategy team. We can work with you directly to enhance your Corporate Employee Benefits proposition and protect your business, as well as practically rolling out and communicating services to your employees.
Workplace pensions (Audit, Scheme Selection and Pension Scheme Governance)
Group Risk (Group Life, Group Income Protection, Group Critical Illness Cover)
Salary exchange (Making a range of benefits available including electric cars and cycle to work schemes)
Workplace healthcare (Private Medical Insurance and Cash Plan)
Flexible Benefits (Flexible Benefits selection and portal, Discount Shopping)
Business protection (Keyperson protection, Shareholder Protection, Loan Protection)
Should I offer my employees financial education?
Should I offer my employees financial education?
Without financial education to fully understand and appreciate their finances and the employee benefits you offer, your employee benefits can be ignored. Financial education can help your employees take control of their finances and find greater value their employee benefits provide, helping businesses to attract and retain talent.
“We come across lots of clients who have a benefits strategy in place – but are still facing retention and sickness issues. We will help that employer understand more about how their benefits are communicated and understood by employees,” – Paul Mitchell, Director of Corporate Solutions.
Do I need a employee strategy consultant for my business?
Do I need a employee strategy consultant for my business?
When you engage Wren Sterling to advise your business, you’re working with a highly experienced team who can cover everything an employer needs to review, select, launch and embed an employee benefits and wellbeing strategy for your employees.
Other consultancies will provide different contacts for each service they provide. We provide you with a lead consultant who you will get to know you and your business.
How important is workplace wellbeing for a business to offer?
How important is workplace wellbeing for a business to offer?
In the wake of Covid-19 and the Great Resignation, employees are demanding a more nuanced and comprehensive approach from their employers. The good news is that there are a huge range of services available to employers to pass on to their people, helping them to value their employer and stay physically, mentally and financially fit.
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