EB Survey

Within this report, you will find a comprehensive overview of the attitudes and perspective on employee benefit provision as they stand today.

Using interviews, desk-based research and in-depth conversations with employers across a range of sectors and services, we have created a report with one simple aim: to provide robust, unique and reliable insight, getting under the skin of what it is employees – and therefore EB providers – need to be thinking about.

Several themes emerged from our research – from workplace pensions, financial education and staff satisfaction to communication, value for money and the use of technology - proving the vast and expansive arena that is EB provision.

In these themes, it would appear there are a number of areas where there is room for improvement. However, rather than seeing this as a negative, let’s re-frame and look at the acres of opportunity for some real innovation and ideas!

Having said that, one should never forget those solid foundations – and that’s in getting the absolute basics right.

We hope you enjoy the report, and that on reading it, you are left with some food for thought. Or, better still, some actions to take to make your benefits package the perfect way to attract, retain, motivate and engage staff – and one to be truly proud of.

For a copy of the full insight report, please click the "Download Report" button on this page.

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A word from our clients...

"The technical knowledge is excellent; I have never asked a question they did not immediately know the answer to.

- Peter Waterfield ACII APFS, P W Financial Management Limited

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"We are extremely impressed with your organisation and have been absolutely delighted with the way you have looked after us."

"As always, you’re ahead of the game. Thank you for your efficiency and professionalism!"

"With Mattioli Woods we achieved more in one meeting than we did in three years with a previous provider."

"Their focus was always on the quality of the finished product, and I had a strong sense that their motivation was all about the delivery of something that they and we would be equally proud of. We would happily recommend Mattioli Woods in the future."

- Corporate Client

"Mattioli Woods designed and implemented a plan which enabled our defined benefit scheme to move from a position of deficit, to one where the scheme is self-funding."

- Barry Walsh, JEB Engineering Ltd

"They are particularly committed to maintaining effective communication with both the Company and our employees. These qualities are what sets them apart from other providers and keeps them as my employee benefit financial advisors of choice."

- Anita Martin, HR Director, Plexus Ocean Systems Ltd

"In view of the treatment we have received, we would recommend anyone to use the services of Mattioli Woods to handle their financial affairs."

- Mr and Mrs H