RBIG Financial Services
Pensions
The pension you provide your people is one of the most important parts of your remuneration package. It’s their future, their life’s work. We believe people should be just as motivated and impassioned by it as they are by their pay.
We pride ourselves on our ability to bring pensions to life and will work closely with every individual in your organisation to help them understand where they are on their journey towards retirement. Our one to one engagement strategy aims to help people to feel in control of their financial future and we will offer them the support they need to help them remain on track.
Our specialist areas include:
- Group Personal Pensions
- Group Stakeholder Pensions
- Group SIPP’s
- Switching from trust to contract based pensions
- Defined benefit schemes
- Occupational Scheme closures
- Scheme Transfers
- Auto-Enrolment & NEST planning
Group Risks
We believe that protecting the people who make up your organisation has never been more important. Because we remain independent we are perfectly placed to find suitable and cost effective solutions to protect your people from the financial consequences of illness, accident and death. We can help you to manage your spend in a way that suits your business, we operate on either a fee or commission basis, or a combination of the two.
The specialist areas we cover include:
- Group Life Cover
- Group Critical Illness
- Group Medical Cover
- Group Income Protection
- Employee Assistance
Employee Advice
Research suggests that employees undervalue their benefits package by an average of two thirds. That could mean that most employers only see a return on a third of the money they spend. More importantly though it means that employees may not be getting the advice they need when trying to secure their financial futures.
We don’t just provide a pension and benefits structure, but also offer individual, tailored investment advice to everyone in your organisation. We believe that communication is the most critical factor in assessing the implementation of a pension scheme and that our Partners have a unique ability to bring pensions to life. Our process has been proven to increase that value that individuals attach to their pension provision and aims to bring peace of mind to employers and financial certainty to the people at the heart of their business.
Executive Care
We can look after your people no matter how complicated their financial needs. Our private client team is expert in helping clients to identify and achieve their financial ambitions. So, wherever the members of your executive feel they need a little extra help we can make sure they see a specialist, whether that be in wealth or investment management, pensions, financial protection or even inheritance tax planning.
