If you are a company director who is accumulating wealth, or you are about to enter the retirement phase of your life, there are a number of key investment and pension considerations that relate to you personally and also to your company.
Our work at HB&O Financial Services with corporate clients brings us into contact with companies of all sizes across the UK. Our experienced team are able to offer truly holistic advice to employers and their staff across the whole financial services market.
At HB&O Financial Services, we have a long, proven track record of efficiently and effectively servicing corporate clients with a range of employee benefits, from Group Personal Pensions and Life Insurance to Private Medical cover.
We are also experts in Auto Enrolment, which requires all UK employers to provide a workplace pension for all of its employees. This is now underway and is an important issue that needs to be planned for by all UK employers, large or small. Our full range of products suits all sizes of employer. We are able to demonstrate how employee benefits save both time and money through staff retention and loyalty, as well as reducing staff absence and downtime.
The Financial Conduct Authority does not regulate corporate financial planning advice, as well as some aspects of setting up workplace pension schemes.