Teamwork Trust

Posted by Triad

A Northants based charity needed advice on setting up a pension scheme for their employees. They have various sites across the County with employees working different hours. They wanted a solution which would suit all their team and be easy to administer.

In addition, they needed an adviser to provide a pro-active service to them and their employees with regular visits and onsite assistance. We put in place a pension to suit all their needs and arranged site presentations followed by one to ones with all their employees to ensure everyone understood the new arrangements.

We visit the sites regularly to meet new starters and answer any other questions they may have. As a result of our work on the pension scheme, we have also helped the charity set up a death in service scheme and invest their surplus funds to meet both their short term and long term needs.