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Employers

We provide a range of financial education services to employers and their employees and we provide individuals with access to independent financial advice and investment management.

Our services have been refined over almost 40 years to meet the needs of our employer partners, their employees and our existing clients, and in line with industry changes. We regularly examine our services via direct feedback, independent research and by comparison to other providers.

These services are relevant to employers and are offered only to employers. If you are not viewing these services as an employer then you will not be able to rely on the relevant regulation and compensation applicable to these services. For further details please see our ‘Important information’.

We are committed to continually review our offerings. This, together with a willingness to strive towards improving our services, ensures that we continually endeavour to meet the requirements of our clients and employer partners in light of changing personal, industry and economic circumstances.