Workplace Solutions: Are you sat comfortably on your assets?
04 Aug 2016
Tom Nall, Workplace Solutions Director, SimplyBiz Group shares his insights on good practice for advisers offering workplace and employee benefits.
At SimplyBiz Group we've been supporting advisers take that first step into offering workplace and employee benefits, and it's helped me understand the barriers to this change and the untapped value in the SME market. In this article I want to share some of the opportunities as I've seen them, based on what's working for advisers.
For many advisers, auto enrolment has been a catalyst - prompting their wealth management clients to ask about workplace pensions. In doing so, the client is effectively asking for support with their benefits, and also help in identifying and managing/mitigating risk.
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