Corporate pensions and benefits

How do you know you have access to the best available products for you and your colleagues? With an independent, whole-of-market approach, we review what’s available so you can select what suits you best.

For businesses, we get to know your key objectives for senior executives and staff and then help you design a full programme, including:

  • Setting up the most appropriate pension scheme
  • Access to Group Life, Healthcare and Key Person policies
  • Attractive, flexible and voluntary benefits
  • Helping you obtain and maintain compliance
  • Ongoing scheme governance
  • Taking advantage of the best technology platform
  • Employee engagement and communication
  • Total reward statements and reporting

For your senior executives, we also offer a dedicated service to help them manage their personal finances:

  • One-to-one financial planning and advice
  • Total wealth management
  • Transitioning towards retirement
  • Attractive benefits, life and healthcare schemes

And for all staff, we can support them with broader advice on topics like:

  • Financial education and planning
  • Life cover
  • Recognition and reward schemes

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information

ABOUT US

Together, we make financial freedom simple.

As truly independent advisers, we don’t have in-house products we have to sell. And we don’t limit our advisers to specific financial solutions. Instead, we give them the freedom, knowledge and resources to recommend what’s best for each client so they can ensure the best possible outcomes.

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We have been very happy with the service we have received from PWM. We have always had clear and proactive advice in a timely manner. The staff are very friendly and helpful and respond to any points raised by us and are always available to talk through any issues which we may have”

Retired Partner, Magic Circle Law Firm

We have collaborated with Duncan and PWM for many years. Client feedback has always been exemplary, and we are always impressed by Duncan’s creative and collaborative approach. Duncan and PWM would always be our first choice of financial planner due to his extensive knowledge and PWM’s true independence.”

Alexandra Gordon
Managing Partner, Tassells LLP

We have built up such a strong relationship with you, based on mutual trust, professionalism, dedication and the strongest of product and market knowledge and you had never let us down. Your integrity, honesty, caring and positive approach served us well in the past and continues to do so today.”

Anonymous
Anonymous

Brett has advised me very soundly for 10 years. He’s comprehensively across the big stuff that can blow holes in financial wealth if not spotted. He also provides excellent continuing client focus and service. Delighted to be a client of his.”

Keith Bottomley

PWM have always shown great integrity in all my dealings with them.”

Head of UK & Global Credit

We wanted sustainable fossil-fuel free investments but it is difficult at present to pick something off the shelf. We were therefore pleased that with advice from Nathan at PWM, we have been able to implement a portfolio that maintains diversity and meets our objectives."”

Sustainable Investors, Surrey