Retirement Planning and Wealth Management

Employee Benefits

Employee benefits offer a way to attract and retain employees, contribute towards improving wellbeing and encourage required behaviours, achievements, values, and skills. They can be key to a successful business.




Group Life Insurance

Group Life Insurance is an affordable workplace benefit and it's a tax deductible business expense. Group Life Insurance protects your employees’ loved ones if an employee dies while working for you. It’s a valued and affordable workplace benefit.

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Group Income Protection

Group Income Protection can protect your business. It can pay a percentage of an employee's salary when they’re off sick, and help them return to work when they’re better.

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Group Critical Illness Insurance

Group Critical Illness Insurance provides a lump sum benefit when a critical illness strikes. A financial payout can be really helpful in reducing the stress and anxiety associated with serious illnesses, allowing your employees to focus on their health.

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Group Private Medical Insurance

Group Private Medical Insurance (PMI) is an insurance policy that covers the medical expenses of a group of employees. It can typically include consultations, specialist treatments, surgeries, hospital stays, and more. Employers can choose to pay for cover for their entire workforce or specific groups of employees.

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Relevant Life Insurance

Relevant Life is a life insurance policy available to employers to provide an individual death-in-service benefit for an employee. It can help smaller businesses attract and retain high-calibre staff by offering them an attractive benefit that is also tax efficient. It can also be a tax-efficient way for shareholder directors to take out life insurance.

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