How can we help you and your employees?
Over the years we have found that people react differently to redundancy. In many cases they are very pleased to be leaving but sometimes people can be very upset, angry or extremely worried for their future.
- We are always sensitive to employees’ circumstances, aiming to help them achieve their goals to move forward, providing delegates with a down-to-earth guide to pensions, savings and investment options
- We can steer them through the complexities of the benefits system, which is something very few other independent financial advisers can offer
- When companies are de-merging, we can carry out individual assessments on employees’ pensions to confirm whether to defer their existing company pension or transfer to their new employers’ scheme
- We can move quickly and are extremely responsive; if you need us on site in days, or even hours, we will be there from as far afield as Aberdeen in the North and Cornwall in the South
Below we have outlined the main workshop topics we currently present with more detailed summaries outlined on the following pages:
The State Benefit System
This workshop is designed to prepare candidates on how best to present themselves when signing on at the Job Centre, to ensure that they obtain maximum advantage form the State Benefit system and to update them with all of the changes to the system.
Make your money work
This workshop provides an overview of income tax, capital gains tax and inheritance tax, how pension benefits are calculated and options when you leave a company as well as the advantages and disadvantages of the most popular investment options.
Pre-retirement
This workshop is designed to help candidates to obtain a better understanding of the income they will require in retirement and what steps they need to take now to maximise their pension benefits, including state pension.
Do you believe you will have enough to retire on?
This workshop is designed to encourage candidates to examine their current financial position and take stock of their pension benefits, consider the income they require at retirement taking inflation into account, and then consider how they will make up any potential shortfall.
“They enhance our own offering through their high quality, impartial advice and services.” – Cepec Career Management
“We have always been very happy with Birchwood. Their work is consistently of a high standard.” – HDA
“Feedback from people who have been supported by Birchwood tells us that they find the advice really helpful.” – Right Management
