Employee Services
Employee Services
Helping employees to understand what they’ve got and how these can make a difference
Wingate Engage: Your Pension Dashboard
Enjoy a holistic overview of all your pensions and the potential retirement income these could generate, to compare against your retirement goals.Use the profile checklist to regularly ensure you are doing the right things to maximise the value of your pensions
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Health and Wellbeing
Medical and healthcare advice, discounts on gym membership, online support on ways to live healthier lifestyles, free access to counselling and specialist advice on a broad range of issues that affect people in their everyday lives
These valuable resources and facilities are often available within other types of benefit scheme but are not regularly promoted – we want your employees to understand if they have these type of benefits and if so, how these can be accessed
Retirement Education and Advice
We offer a range of services which are designed to empower employees to take control of their retirement planning and help them understand what their retirement income objecitves are and whether they are on track to achieve these goals
These services include:
- Annual invitation to all employees offering them to engage with us directly;
- Goal based retirement planning reports;
- New employee information and advice;
- Unlimited employee helpdesk;
- Investment fund advice;
- Assessing an employees attitude to investment risk
Employee Questionnaires
Links to our online Pension Scheme Member Questionnaires
- Investment Risk Profiling: For those who want to understand if their current investment choice is appropriate
- Retirement Projection: For those who want to understand the potential retirement benefits available from their pension and compare these against a target
Personal Financial Planning
We can introduce you to our sister company, Wingate Financial Planning
Wingate Financial Planning are an award winning firm of Chartered Financial Planners who specialise in helping individuals and families to understand and achieve their lifetime financial goals