Help your employees’ pensions work as hard as they do

Advice Bridge

Most of us would benefit from expert advice when planning our retirement. Your employees are no different.

Many of them will be at the stage when retirement is a pressing concern.

Will their pension meet their needs? Have they saved enough to live the life they want to lead? Can they afford to work part time? Should they take their pension early?

We all know it’s expensive for individuals to access independent financial advice. And providing it as an employee benefit can be a lot of hassle if you have to source it yourself.

But with AdviceBridge, you can give your people the help they need for around one-tenth of the cost of a traditional adviser.

The icing on the cake of your pension scheme

AdviceBridge is an ideal add-on to your company pension plan.

We offer personalised financial advice from qualified professionals, using powerful algorithms to calculate the best course of action and an easy-to-use online process.

We’ll help your employees understand their options, and then plan and implement the choices that are right for them.

What’s in it for your staff?

  • Removes the anxiety and expense of retirement planning
  • A real-world view, taking their goals and priorities into account
  • A personalised plan to help them achieve the retirement lifestyle they want
  • Simple, easy to understand and hassle-free.

What’s in it for you?

  • Reduces employee stress and makes for a happier and more productive workforce
  • Builds staff loyalty
  • Adds value to your existing pension provision
  • Helps attract and retain talented, high-quality staff

How does it work?

By automating the time-consuming parts of the process, we can provide retirement advice at a fraction of the cost:

  • Your employee completes our online questionnaire and receives instant feedback based on their answers.
  • Our unique SmartAdvice technology runs thousands of scenarios to find the most suitable recommendation for your employee based on their particular circumstances.
  • Our financial advisors then review and finalise the advice and arrange a call with your employee to discuss their tailored plan.

How much does it cost?

Traditional financial advice can run into thousands of pounds. AdviceBridge lets you offer it to your staff as a free benefit or via salary sacrifice.

There are three pricing plans so you and your employees can choose which is right for them.

Show me

Retirement plan

  • Set financial goals
  • Optimise tax
  • Analysis of current fees
  • Personalised savings plan
  • Phone call with a regulated financial adviser.
Do it for me

Plan plus implementation

  • All ‘show me’ features
  • Implementation of financial plan
Help me along the way

Ongoing advice, in addition to ‘Do it for me’ plan

  • Progress to financial goals
  • Tax optimisation
  • Analysis of current fees
  • Dynamic risk assessment
  • Yearly review by phone
  • Phone support
  • Drawdown in retirement

Why AdviceBridge?

  • We’re FCA-regulated and offer advice from fully qualified financial planners
  • We specialise in retirement advice for the over 45s
  • We build long-term relationships with employers and help you keep your most experienced staff happy
  • We offer three discrete packages, for complete flexibility for businesses of all sizes
  • We provide all you need to promote the AdviceBridge service to your staff

What next?

Get in touch to find out more. Just complete the form and we’ll be in touch with more information and to arrange a no-obligation meeting.

Please contact me about AdviceBridge for employers

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