Workplace

Inspire pension confidence, empower better financial wellbeing and strengthen your business

Providing a workplace pension is a legal requirement and it is critical that you manage your employer obligations effectively and compliantly to avoid potential fines and penalties, reputational damage, and member detriment.

When you work with Kerr Henderson, our dedicated workplace team will help you use your pension scheme as a means to strengthen your business and help your team build better, more financially secure futures.

A well-run scheme enhances your employee benefits package and can help you to recruit and retain talent

When a well-run scheme is supported by good communication and a wider financial wellbeing plan, it can help you to build a stronger, healthier, more stable and productive workforce.

Employers who work with Kerr Henderson have reported a reduction in colleague stress and anxiety stemming from being better equipped to manage their finances and money related issues, improved productivity, reduced absenteeism and improved workplace morale overall.

Our workplace services are specifically designed to help your employees save for a better retirement and make better money related decisions over the short and longer term.

Workplace Pension Services

Review of Existing Arrangements

Scheme Design and Benchmarking

Scheme Consolidation/Simplification

Sale, Mergers and Acquisitions

Compliance Audit

Creation of Retirement Policy

Chair, Review and Deliver Annual Governance

Salary Exchange

Financial Wellbeing Activity Planner

Strategy, Bespoke Scheme Collateral

Education and Guidance Based Employee Workshops

Individual Advice your Employees Can Trust

Financial Education, Workshops, Coaching and one to one clinics

People are now consuming and engaging with content across a variety of channels. That’s why your employees will have access to our suite of carefully selected planning guides, quarterly newsletters, budget updates, explainer videos that cater for regional variance in law and planning tools. In an age when misinformation and scams are rife, we believe signposting your people to trusted and reliable sources of information, guidance and tools has never been more important.

Our financial guidance workshops and coaching sessions are led by experienced advisers and, where appropriate, carefully selected guest speakers.

Content covers all aspects of planning from understanding your payslip and tax code to pre-retirement coaching and executive wealth management, allowing you to select the topics that are most relevant to your teams.

Workshops are available both in-person and virtually and are designed to be engaging and interactive so attendees gain a better understanding of the subject and how they can apply the learning outcomes to their personal and/or professional lives.

For employers who want to deliver a more personalised service – one to one pension/planning clinics are hosted in person and/or virtually (supported by an online booking form) to help deliver a more focused and hands-on approach.

Advice

We provide your employees with guidance on the value of advice, what financial advice looks like, the different types of advice, how advisers typically charge for their services and how to find a reputable adviser.

Your employees can ask the Kerr Henderson private client team for personal advice. If they decide to proceed with this service, they will be entitled to a discount on our initial advice fees.