Financial Foundations
Helping employees understand pensions, protection, and wider financial wellbeing.
Corporate Planning
Employee benefits that help protect, support, and retain your people
Helping employers establish group pension and group protection arrangements that support financial wellbeing, strengthen employee benefits, and demonstrate long-term commitment to their workforce.
The most valuable organisations understand that investing in people extends beyond salary.
The right benefits can improve financial security, employee confidence, and long-term engagement.
At Roxton Wealth, we help organisations design and implement group pension and group protection arrangements that align with both employer objectives and employee needs.
Whether you are setting up benefits for the first time or reviewing existing arrangements, we help make the process clear, practical, and easy to understand.
What we help with
Supporting employers across two key areas
Helping employees build for the future.
A workplace pension is often one of the most valuable benefits an employer can provide.
We help organisations establish and review workplace pension arrangements that are suitable for both the business and its employees.
Support may include:
• Provider comparisons
• Scheme design and structure
• Contribution reviews
• Investment options
• Charge analysis
• Employee communication support
• Scheme implementation
Our goal is to help employers provide a pension arrangement that employees understand, appreciate, and engage with.
We can help arrange:
Group Life Insurance - Financial support for an employee's loved ones in the event of death.
Group Income Protection - Helping provide income if an employee becomes unable to work due to illness or injury.
Group Critical Illness Cover - Financial support following the diagnosis of specified serious illnesses.
Group pension and protection arrangements can help employers:
> Support employee financial wellbeing
> Improve employee engagement
> Attract and retain talent
> Strengthen employee loyalty
> Enhance overall benefits packages
> Demonstrate commitment to staff welfare
> Support long-term workforce planning
> Differentiate themselves as employers of choice
In a competitive employment market, meaningful benefits can make a significant difference.
Why employees value these benefits
Supporting people beyond the workplace
Financial wellbeing affects far more than finances.
When employees feel more secure about their future, they often feel more confident in other areas of life as well.
Group pension and protection arrangements can help employees:
• Prepare for retirement
• Protect their families
• Build financial resilience
• Reduce financial anxiety
• Feel valued by their employer
• Develop greater confidence in the future
The result is often a more engaged and supported workforce.
That is why we begin by understanding:
Your workforce
Your objectives
Existing benefit arrangements
Budget considerations
Recruitment and retention goals
Long-term business priorities
Once we understand your requirements, we help compare available options, explain the differences between providers, and support implementation.
Our role is to simplify what can often feel like a complex process
A joined-up approach
Benefits work best when employees understand them
Many organisations invest significantly in employee benefits. Yet employees do not always understand the value available to them. That is why Corporate Planning can work alongside our workplace programmes.
Advice Access
Providing employees with access to personalised regulated advice when required.
→ SMEs
→ Professional Practices
→ Healthcare Organisations
→ Education Providers
→ Technology Companies
→ Corporate Employers
→ Charities
→ Public Sector Organisations
→ Fast-Growth Businesses
Frequently Asked Questions
Can we review an existing pension scheme?
Yes. We can review your current arrangements and help identify whether alternative solutions may be more suitable.
Do we need a large workforce to offer group benefits?
No. Group pension and protection arrangements can be suitable for organisations of varying sizes
Can employees receive support understanding their benefits?
Yes. This is where our Financial Foundations programme can provide additional value through financial education and wellbeing support.
Can group protection be customised?
Yes. Different protection benefits can be structured to align with your workforce needs and objectives.
Create benefits your employees can genuinely value
Whether you are introducing benefits for the first time or reviewing existing arrangements, we can help you create a solution that supports both your organisation and your people.