Employee Services

- Annual invitation to all employees offering them to engage with us directly;
- Goal based retirement planning reports;
- New employee information and advice;
- Unlimited employee helpdesk;
- Investment fund advice;
- Assessing an employees attitude to investment risk
- Investment Risk Profiling: For those who want to understand if their current investment choice is appropriate
- Retirement Projection: For those who want to understand the potential retirement benefits available from their pension and compare these against a target

Wingate Engage: Your Pension Dashboard
Use the profile checklist to regularly ensure you are doing the right things to maximise the value of your pensions.

Health and Wellbeing
These valuable resources and facilities are often available within other types of benefit scheme but are not regularly promoted – we want your employees to understand if they have these type of benefits and if so, how these can be accessed.

Retirement Education and Advice
These services include:

Employee Questionnaires

Personal Financial Planning
Wingate Financial Planning are an award winning firm of Chartered Financial Planners who specialise in helping individuals and families to understand and achieve their lifetime financial goals
Would you like more detail on how we could add value to your employee benefit proposition?