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020 7499 6424

72 Welbeck Street
London
W1G 0AY

Location

info@brooksmacdonald.com

0131 240 3900

10 Melville Crescent
Edinburgh,
EH3 7LU

Location

edinburgh@brooksmacdonald.com

+441481 815 555

1st Floor Royal Chambers,
St Julian’s Avenue, St. Peter Port, Guernsey
GY1 2HH

Location

guernsey@brooksmacdonald.com

01329 552 111

The Long Barn, Dean Estate
Wickham Road, Fareham
PO17 5BN

Location

hampshire@brooksmacdonald.com

+441534 715 555

First Floor Liberation House
Castle Street, St. Helier, Jersey
JE2 3AT

Location

jersey@brooksmacdonald.com

01926 351 051

36 Hamilton Terrace
Leamington Spa,
CV32 4LY

Location

leamingtonspa@brooksmacdonald.com

01618 614 110

10th Floor, No 1 Marsden Street
Manchester
M2 1HW

Location

manchester@brooksmacdonald.com

01823 217 084

4 Heron Gate
Hankridge Way, Taunton
TA1 2LR

Location

taunton@brooksmacdonald.com

01892 554 900

2 Mount Ephraim Road
Tunbridge Wells Kent
TN1 1EE

Location

tunbridgewells@brooksmacdonald.com

01904 234 820

Howard House
3 St Mary’s Court,
Blossom Street, York, YO24 1AH

Location

york@brooksmacdonald.com

Employee benefits

We design engaging employee benefits programmes that work for your business. We believe that the key to success is creating a strategy that gives employees the benefits they want, while simultaneously meeting human resources and business objectives.

From initial discussions, through to setting up and running your benefits, our team will get to know your business, design a benefits programme, and then arrange and manage everything; from group pensions and health insurance to flexible benefit schemes.

We also aim to ensure that the strategy retains its effectiveness by developing communication plans covering two or three years. Employee engagement is essential if you want to get the best value for money and achieve your long-term goals.

Benefits are very important for recruitment and retention, so we carefully tailor our programmes to your specific needs. And because of the speed of evolution in the market, we also strive to ensure you are ahead of the field when it comes to implementing employee benefits technology and reward schemes.

Our key services include:

  • Pensions: ranging from full pension scheme consultancy to off-the-shelf auto-enrolment solutions
  • Healthcare, protection and wellbeing: including life assurance, private medical insurance and employee assistance programmes
  • Flexible benefits: sourcing the software that best fits your needs, including a benefits portal, anytime benefits and holiday and absence HR systems
  • Employee communications: such as workshops, seminars, presentations, telephone support and fact sheets
  • Additional services: from arranging one-to-one financial adviser sessions to retirement and redundancy counselling

Brooks Macdonald Financial Consulting Limited is authorised and regulated by the Financial Conduct Authority. Registered in England No 2621847. Registered Office: 72 Welbeck Street, London W1G 0AY.

Pensions

Generally speaking, people will be expected to take greater responsibility for funding their own retirement in the coming years.

Auto enrolment

Auto enrolment has been introduced because as life expectancy increases, the government’s ability to fund pensions diminishes.

Health and wellbeing

The cost of lost productivity due to sickness and absence can be significant. Because of this employers need to avoid staff absences as far as possible.

Flexible benefits

A flexible benefits programme has been described as a key component of becoming a destination employer. It certainly can be a powerful tool in attracting and retaining staff.

Risk and protection

Core protection benefits like life assurance and critical illness insurance don’t tend to motivate employees from a day-to-day perspective, but they certainly have an impact on attracting and retaining staff.

Governance and communication

The Pensions Regulator has made it extremely clear that employers need to understand their key responsibilities and act accordingly, and one key aspect of this is that you must protect your workers.

Key contacts

Nicola Bacchus

Client Relationship Director, Employee Benefits, London

Nicola joined Brooks Macdonald in 2015, she holds the position of client relationship director, employee benefits. Nicola is responsible for leading the employee benefits client relationship management team.

Prior to joining Brooks Macdonald, Nicola worked at Standard Life, Vebnet and Wordplay. She has over 25 years’ experience in financial services.

Nicola holds a Diploma in Financial Planning.

Adam Bexson

Client Relationship Manager, Employee Benefits, London

Adam joined Brooks Macdonald in 2016 and provides advice to employers on all aspects of their benefits programmes. 

Prior to joining Brooks Macdonald, Adam worked for Barnett Waddingham, where his focus was on the provision of advice to SMEs. He has over 10 years’ pensions’ experience.

Adam holds a number of qualifications, including the CIIs Diploma in Financial Planning.

Jason Crowther

Client Relationship Manager, Employee Benefits, York

Jason joined Brooks Macdonald in 2013, he holds the position of client relationship manager, employee benefits. He is responsible for managing business relationships and supporting the employee benefits team.

Jason worked in the manufacturing industry as an accountant before moving into financial services where he has worked for wealth managers, pension providers and corporate employee benefits advisers. He has over 15 years’ corporate pensions experience and has specialised in corporate and trustee advice and employee benefits.

Mark Eastwood

Regional Manager, Employee Benefits, York

Mark joined Brooks Macdonald in 2012, he holds the position of regional manager, employee benefits. Mark is responsible for developing our employee benefits division in the north of England. He specialises in giving constructive consultancy advice to employers on automatic enrolment and their legal requirements under the new workplace pension legislation.

Prior to joining Brooks Macdonald, Mark worked at Bright Corporate as a director and at Standard Life. He has over 25 years’ experience in financial services.

Mark holds a Diploma in Financial Planning.

Offices

London

020 7499 6424

info@brooksmacdonald.com

72 Welbeck Street
London
W1G 0AY

Edinburgh

0131 240 3900

edinburgh@brooksmacdonald.com

10 Melville Crescent
Edinburgh,
EH3 7LU

Guernsey

+441481 815 555

guernsey@brooksmacdonald.com

1st Floor Royal Chambers,
St Julian’s Avenue, St. Peter Port, Guernsey
GY1 2HH

Hampshire

01329 552 111

hampshire@brooksmacdonald.com

The Long Barn, Dean Estate
Wickham Road, Fareham
PO17 5BN

Jersey

+441534 715 555

jersey@brooksmacdonald.com

First Floor Liberation House
Castle Street, St. Helier, Jersey
JE2 3AT

Leamington Spa

01926 351 051

leamingtonspa@brooksmacdonald.com

36 Hamilton Terrace
Leamington Spa,
CV32 4LY

Manchester

01618 614 110

manchester@brooksmacdonald.com

10th Floor, No 1 Marsden Street
Manchester
M2 1HW

Taunton

01823 217 084

taunton@brooksmacdonald.com

4 Heron Gate
Hankridge Way, Taunton
TA1 2LR

Tunbridge Wells

01892 554 900

tunbridgewells@brooksmacdonald.com

2 Mount Ephraim Road
Tunbridge Wells Kent
TN1 1EE

York

01904 234 820

york@brooksmacdonald.com

Howard House
3 St Mary’s Court,
Blossom Street, York, YO24 1AH

Awards

  • Best company 2017
  • Gold standard awards 2016 winner discretionary portfolio management
  • Defaqto 2017 - DFM Bespoke
  • Defaqto 2017 - DFM managed portfolio
  • Defaqto 2017 - MPS on platform
  • Defaqto 2017 - DFM Service Gold

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