We recently worked with Viridian FX, who specialise in creating high-end visual effects for film and television. Their people are typically ambitious, younger and creative. Viridian FX approached us to ask us to help with educating their people to manage their money better. What we didWe researched them as a business and spent some considerable […]
Case study – helping professionals manage their money Read More »
Our client, Aggregate Industries plc, has a significant cohort of people approaching retirement. For all of them retirement will be a life changing event. The business is concerned that individuals should have access to help in preparing themselves for the financial, social and mental challenges that lie ahead. Individuals have a combination of defined benefit
Pre-retirement planning Read More »
The McCloud consultation outcome was published in February 2021 and we delivered our first member engagement session on this in April 2021. We presented a series of webinars for a major public sector employer who was keen for their people to be aware of what was happening, how it impacts their benefits and to avoid
McCloud Remedy – Member Webinar Read More »
A small and flourishing IT business had recently expanded and employed several new people. The business owner needed help and support to understand their auto-enrolment obligations and put in place a suitable arrangement for their expanding workforce. They were concerned that this would distract them from their core business at a crucial time and potentially
Auto-enrolment support for employers Read More »
Just before Christmas we delivered pensions tax education sessions via webinar to groups of people from one of the UK’s leading teaching hospital trusts. There were typically 15 people in each webinar, each of whom had been invited by their employer, the Trust. The objectives of each session were to; Help attendees better understand HMRC
Pensions tax webinars Read More »
A major energy services provider wanted to ensure that their people understood the financial challenges they face, in lockdown and beyond. The workforce is typically highly educated but with varying levels of pensions knowledge. We worked closely with them to identify the kind of financial questions their people needed help addressing. We then developed a
Mid career financial planning Read More »
