A corporate savings and supplementary retirement program — built on regulated international savings infrastructure and tailored entirely around your business — designed to reduce turnover and make your benefits package genuinely competitive.
Retention is expensive to get wrong. A well-designed savings benefit is one of the more cost-effective ways to get it right.
Today's talent seeks stability and long-term planning.
Not a standard product — a strategic tool aligned with your company.
There's no fixed template. Every program is designed around your organisation specifically, then implemented and supported end to end.
Our provider acts as a strategic HR partner throughout, not just a product provider.
We start with a conversation about your workforce, budget, and retention goals, and design a structure — contribution levels, matching, vesting — around them.
The program is set up and enrolled, with contribution logistics agreed to fit your existing payroll process.
Employees are introduced to the benefit clearly, with ongoing financial education so it's genuinely valued, not just another line on a payslip.
The program is monitored and supported over time, with reviews as your workforce, budget, or objectives change.
The program runs on the same regulated international savings platform behind our individual Savings & Investment Strategy products — extended for corporate use.
Contribution structure, matching, vesting and fund choice are all agreed with you during design — there's no fixed price list or standard plan to quote here without that conversation first.
Employees' contributions can typically access the same fund range used in our Savings & Investment Strategy, including the option of the capital-protected Protected Investment Portfolio strategy, depending on how the program is designed.
Administration charges, fund charges and any matching cost to the company depend on the structure agreed — these are set out clearly once a proposal is designed for you, not before.
As with any investment-linked savings product, the value of contributions can fall as well as rise. This program is a savings and retention tool, not a fixed-return promise.
Tell us a little about your organisation and we'll come back with a program design to review — no cost, no obligation.
These details go straight to Jamie so we can prepare a relevant first conversation — no spam, no pressure.