We needed to know if we were providing the best retirement options for our employees, so it was paramount for us to access the best financial advice and corporate planning services possible.
We employ 100 people at our printing company. As directors, we feel responsible for ensuring that we provide the best pension and employee benefits schemes for our staff.
Previously we had set up schemes with a self-employed IFA, however we were concerned about the ongoing service and availability of member specific advice. We weren’t receiving regular updates or aware of what we were being charged. The adviser was a one man band and we were worried that he was unable to cope with such a large account on his own.
We knew we had to take action when a dissatisfied employee requested to move their pension away from the company scheme.
During our initial meeting with Kelsall Steele Investment Services they clearly presented their proposition, processes and corporate pension options, explaining how each one might benefit us.
We were then invited to their office so we could see first-hand that they had the staff and capability to successfully run an account this large. We felt confident in our decision to appoint Kelsall Steele Investment Services to manage our pension and employee benefit schemes.
All members were provided a ‘financial health check’, and we were extremely pleased to offer this additional service to our employees. They took time to understand the individual needs of each member, asking them to complete a risk questionnaire to enable them to build portfolios specific to their needs.
Our financial adviser also explained the covers included in the benefit schemes and the cost of our current holdings.
We now have a full understanding of our arrangements, and reviews take place on a regular basis. As directors we are delighted to know we are providing the best options for our employees.
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Kelsall Steele Investment Services Limited are authorised and regulated by the Financial Conduct Authority, registration No. 185507. For client confidentiality reasons, some of the information in this case study has been changed.
Please note that these case studies are an example of how we can assist you. All case studies however are pertinent to each individual client’s needs and circumstances and we recommend that financial decisions should not be made on the basis of the content of these case studies. We always recommend that financial advice be sought before making any investment decisions.