Workplace Pension Advisory Service

Pensions are now an integral part of an employee’s benefit package, and our experience indicates that employers who engage in a structured pension review process can benefit in multiple ways.

  • Increased staff retention rates
  • Enhanced recruitment packages
  • Support with staff succession planning
  • Increased staff & employer knowledge of pensions
  • Regular compliance checks & peace of mind for employer
  • Structured annual review process
  • Time-saving for employer via regular staff pension clinics

We have 3 specific pension servicing packages available in relation to reviewing and servicing your workplace pension as a one-off or annual cost. Take a look at our packages below, and please don’t hesitate to get in touch with our team to discuss your options.

For businesses looking for an overall pension suitability review.

£1,200

One-off cost

For businesses looking to keep their pension scheme under annual review.

£2,500*

Annual cost

For businesses looking to focus on their employees’ financial wellbeing.

£4,000*

Annual cost

*Minimum costs are aligned with the named services, and additional costs may be required, subject to the scope of work required and mutual agreement.


“Henderson Loggie Financial Planning provided a series of bespoke pension clinics for our people. They delivered a first-class service, travelling around the UK to visit all of our office locations and latterly meeting demand via virtual sessions.

The feedback received has been amazing! Our staff have been very grateful for the opportunity of such a benefit and also acknowleded the professional service received from the IFAs.”

DC Thomson & Co. Ltd


Workplace Pension Specialists

Ricky Clark

Ricky Clark

Director

I have worked with Henderson Loggie Financial Planning since 2013. Throughout this time, I have provided my client’s services and solutions suitable to help them meet their needs. Ensuring that I build strong ongoing relationships…
Jonathan McDowall

Jonathan McDowall

Director

I’ve been providing financial advice since 2006 working with individuals and businesses, to help them achieve their financial aims. My advice centres around planning to meet clients’ financial and personal goals, considering where they are…
Andy McNaughton

Andy McNaughton

Financial Planning Consultant

I started with Henderson Loggie in June 2025 and I have a broad range of experience in the industry, having worked with various financial service providers and advisory firms since 1996. As a Financial Planning…
Stuart Hutton

Stuart Hutton

Financial Planning Consultant

I have been a Financial Adviser since 2019 and have nearly 25 years of experience in financial services. I joined Henderson Loggie Financial Planning in 2022, as the newest member of their growing team. I…
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