We understand that being a business owner presents you with a unique range of challenges. The day-to-day running of a business is time-consuming and often results in your financial planning taking a back seat. We believe that financial planning is vital for you and we appreciate that your personal finances can be closely linked to your business.
We can provide a wide range of services to help improve your financial security. The solutions we recommend can range from protecting your business in the event of death or serious illness of a key individual to ensuring that in the event of your death, your family are financially secure.
Advising you on the most tax-efficient method of drawing capital from your business to invest for your future, is also a key part of our advice to business owners.
We can help you identify what is important, what is required to meet legislative requirements, and what you can do to provide valuable workplace benefits for your employees.
We can provide a range of services for your company, in relation to your employees, such as:
- Implementing a workplace pension to meet government legislation
- Reviewing existing company pension schemes
- Educational pension clinics for employees
- Group life cover, critical illness and private medical insurance
Regardless of your needs, we can provide you with a service and tailored solution to meet your requirements.
Workplace Pension Services
Pensions are now an integral part of an employee’s benefits package and our experience tells us that employers who engage in a structured pension review process can benefit in multiple ways.
Download our Workplace Pension Services flyer to find out more about our range of services available.
Webinar Recording: The benefits of reviewing your workplace pensions
We started working with our partners at MHA Henderson Loggie Financial Planning over a year ago.
As part of our holistic wellbeing strategy, we wanted to not only support our people with physical and mental health but also financial wellbeing, recognising that financial health is a key component in enabling individuals to be at their best.
Earlier this year, MHA HLFP 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! Comments include referencing gratitude for the opportunity of such a benefit and also acknowledging the professional service received from the IFA’s.
Offering one-to-one sessions with professional financial advisers has allowed our people to gain increased knowledge of their financial health and assisted them greatly in planning not only for their future but also for their family’s future. As an employee engagement tool, I would thoroughly recommend it!DC Thomson
We have worked with MHA Henderson Loggie Financial Planning for the past 10 years. They provided a seamless and efficient change to our pension provider and they ensure our employees are automatically enrolled and given guidance on their personal requirements.
We are very happy with the service as it takes this aspect of running a business and complying with Government regulations out of our hands and into those of experts who can communicate with employees in simple terms and provide easier understanding of their pension requirements.Lows of Dundee Ltd
We’ve worked with MHA Henderson Loggie Financial Planning since May 2018, when we were intending to change our workplace pension scheme provider. We’ve always had good, honest advice and feel that our advisor understands what our business and employees are looking for.
Our advisor is very proactive, approaching us with information about changes we can make to improve the effectiveness of our scheme and they also provide clear, informative advice and updates which are suitable for all levels. Our members who have talked directly with our advisor have been very happy with the service they have provided.
We would definitely recommend the MHA Henderson Loggie Financial Planning’s pension services to others.Hutchison Technologies