PES Financial Services

At PES Financial Services, we can help you provide the best pension outcomes for you and your employees.

One thing’s for sure – we’re not typical pensions advisers. As part of PES, we know just how valuable employee benefits are. With our services, we want to make life easy for you and give your employees the best possible pension experience.

We also aim to demystify financial jargon and make financial planning a practical, achievable goal for every employee.

About PES Financial Services

Our Head of Corporate Pensions provides regulated advice in conjunction with Bluefish Financial Services Ltd (FCA 801833). This enables PES Financial Services to give specialist corporate pension advice, so we can recommend whichever workplace pension meets your specific needs.

Pension scheme design and selection

Our experts are authorised to review your pension arrangements and advise on whether your pension scheme is compatible with your wider employee benefits strategy.

We offer a panel of pre-selected pension providers for auto enrolment, or a full review of the market.

Project management and delivery

We’ll work with you and other key stakeholders to create a detailed project plan that delivers the who, what, when and how of your pension scheme. The result? Timely, successful implementation.

Day-to-day management

We can also make sure that the day-to-day processes are running as smoothly as possible – with as much or as little hands-on involvement as you want.

For example, we can:

  • respond swiftly to employer and employee questions
  • upload contribution schedules to the pension providers on your behalf
  • make sure scheme rules are applied to administrative processes
  • liaise with trusted third parties (such as payroll providers) on your behalf
  • keep records of auto enrolment activities for audit purposes

Scheme governance

As external advisers, we act even-handedly in the best interests of both you and your employees.

We’ll conduct an annual governance meeting with key stakeholders and be on hand at other times to offer you informal advice and support.

Financial wellbeing

Helping employees make informed decisions is key to financial wellbeing. We offer a great range of workshops, including how to be better with their money, dealing with debt, saving for the future and getting on the housing ladder – all delivered in plain English.

Bespoke services

We understand that you might want something specific to your business needs. We’d be happy to discuss bespoke support which might include:

  • implementation or reviewing salary exchange
  • bespoke communications
  • Specialist pension schemes such as ethical and environmentally-friendly pension solutions

Online or offline

Your workplace pension can be easily integrated into our online benefits platform. But if you’re not ready for online benefits yet, PES Financial Services can still act as your adviser and offer a standalone service.

We’d love to hear how we can help deliver a positive pension experience for your business and employees.

Want to know more? Please contact us and we’ll be delighted to help.