Financial Wellbeing & Pensions

We know that workplace savings and financial wellbeing can be complicated. Compliance, investments, communication – we understand that it can be overwhelming. Our financial wellbeing specialists can help clear up the complexity, maximise value from your investments, and help you and your people better prepare for the future.

Expert solutions

Pensions governance

Market review & benchmarking


Salary sacrifice

Platform transition

Financial education

Communication & support

Financial wellbeing for you and your employees

Our Prepare services help you to deliver what is often one of the most important elements of your employees’ total reward package and a key component of their professional wellbeing. We have extensive workplace savings services, including scheme selection, benchmarking, governance, compliance, employee seminars, help desks, salary sacrifice, scheme administration and management. We also provide short and long-term financial education and support designed to help your employees, at all stages of their lives, to take control of their finances and better prepare for their future.

Meet Joanne Neary

Driving excellence for our clients

“We recognise that there’s no one-size-fits-all solution when it comes to workplace savings and financial wellbeing. Our team utilise their wealth of expertise to provide quality, bespoke pensions consultancy and practical financial education for you and your people.”

Joanne Neary   Head of Consulting (Pensions & Technology)