Pensions and Workplace Savings

Pensions and Workplace Savings

Ensure you have the right pension provision in place for your employees while fulfilling your obligations to help them plan for the future.

The Mattioli Woods group investment committee oversees all group personal pensions at all levels. The provision of our advised pension portfolios gives your employees access to regular advice from our investment committee.

In addition, our governance reports will ensure your pension fund remains competitive and compliant.

From evaluating and reviewing  existing arrangements (such as defined contribution and defined benefit pensions), scheme set up and transfer management, to annuity and executive advisory services and auto enrolment, we work with you to ensure you have the best pension solution for the needs of your company and your employees.

Our support includes a comprehensive financial education programme.  Providing education for your employees demonstrates you care about their futures.  With such a wide diversity of financial products and services available many employees simply to not understand, or are unable to find out, what their options are and how best to manage their financial goals.  Our experts can assist your employees either in groups or on a one-to-one basis to ensure that they are focussed at work and not worrying about their finances.

Pensions and workplace savings from Mattioli Woods
  • Ease of set-up
  • Auto enrolment compliance
  • Clear communications package to deliver the right message to your employees
  • Financial Education programme
  • A range of excellent investment choices
  • Provision of pension scheme governance services
  • Ongoing consultancy support to ensure continued suitability
  • Telephone and face-to-face support for all members

Employee Benefits Insight Report
Please fill in our form here.
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

"I would like to thank you for the excellent service you have provided over the last few years."

"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."