Carpenter Rees Financial Planning

Businesses and Employee Benefits

Business and employee benefits is at the heart of what we do. Our clients range from companies with five or six staff members to larger organisations employing over 500 staff.

We work across a wide range of business sectors from manufacturing, textiles, motor industry and leisure through to IT services, professional firms and specialist financial services.

In today’s competitive employment markets, businesses need not just to comply with legal obligations but to offer staff remuneration and benefits which reward and retain them. We often find that with new client businesses the existing benefits are not well communicated or understood by staff – our role is to change all that.

Key Steps in building your strategy:

Understanding what you are looking to achieve

Helping our clients to set their strategies- be it compliance with auto-enrolment, choosing a provider for pensions or setting a full employee benefits with life assurance, disability & healthcare options.

Setting up the strategy

Once the strategy is planned and our recommendations agreed then we can assist in the set up. We have lots of experience of this, for example, so far working with 45 businesses, incorporating 12,500 staff to set up auto enrolled pensions.


Our staff seminars explaning benefits are well recieved... "this was the first time I understood pensions..." "I thought I would be bored but I actually quite enjoyed this seminar..."

Helping our clients to run their schemes

As the era of corporate responsibility becomes ever more complex we aim to ensure your plans work for you and your staff. We have experts on hand to guide on administrative and employee questions.

Good Governance - good practice

Governance has long been the domain of the final salary scheme trustee but now businesses need to know what they are responsible for and what their benefits are actually doing for staff.

To find out more about employee benefits, read our blog article. If you would like to speak to one of our team please call us on 03330 100777 or fill in our enquiry form and we will get back to you.

Contact us

11 Ashbrook Office Park
Longstone Road,
Manchester M22 5LB

Tel: 03330 100777

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