The workplace provides a unique opportunity for financial advice, Tom Nall writes. It is far more than setting up a suitable auto-enrolment scheme…
Over the past few years, the word ‘workplace' has been hijacked to a certain extent within the financial services sector. When most advisers hear it, two letters tend to pop into their minds - ‘a' and ‘e'. While auto-enrolment is now certainly a key part of a comprehensive workplace solutions proposition, there are many other areas of corporate benefits - including group risk, health and wellbeing products, salary exchange benefits, credit broking and business protection - which deserve equal prominence. When looked at logically, workplace is an ideal fit for advisers, both as a wa...
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