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Employee Clinics

  • Are you getting the most out of your Employee Benefits and Group Pension arrangement?
  • Do your employees fully understand what is being provided, the associated costs (to them and/or you as the employer)?
  • Do they value the benefits or are they even a member?
  • Do they understand the tax savings that can be achieved through funding their Pension?
  • Do they understand Salary Exchange, the Tapered and Lifetime Allowance limits (and alternative benefits if offered), Pension death benefits and Retirement options?
  • Do they understand how their Pension is invested, how tax relief works, the options available to them when they join or leave you and how benefits are affected during statutory periods of leave?

These are all common questions that we come across in dealing with our corporate clients and their employees.

All too often we meet with employers who spend significant sums on their staff benefits, only for details to be filed ‘in the kitchen drawer’ by their staff, with no value and little or no understanding on the employee’s behalf.

Whilst effective marketing can help, in our experience, direct employee engagement cannot be beaten. We are told time and time again by those attending our face-to-face clinics that these are amongst the most informative and enlightening meetings they have had with any employer – with employees leaving their meeting with a real understanding and appreciation of what is being provided for them. Indeed, it is often a factor in helping with job retention.

If you would like to understand more about Employee Clinics and effective employee engagement (and how we can help), please contact Nick Young at nyoung@jmurray.co.uk

Protection

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Protection

As one would imagine, there are many types of Protection Policies to choose from.

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Research Tools

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Research Tools

Use our helpful calculators for your financial planning

 

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Estate Planning

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Estate Planning

Our inheritance tax calculator will help you calculate any potential inheritance tax liability.

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In Retirement

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In Retirement

Knowing roughly what you can expect from your pension contributions in the long run can give you the opportunity to adjust your retirement savings.

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What customers say

    My wife and I have been personal clients of JMA for all it’s 25 years. The cyclical nature of our economy has meant several periods of national financial turbulence and anxiety. Such a long association has enabled the soundness of the advice given, to be demonstrated by the performance achieved.

    Trevor Phillips, Surrey

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Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.