The service will include reviewing and advising for the following:
-
Group employee presentations
-
Individual consultancy with a minimum personal annual review
-
Risk profiling for fund selection
-
Pension review
-
Pension Transfer advice
-
Pension consolidation
-
Relocation advice
-
24 Hr web-based access to fund valuations (Patidar Jeffrey & Co website)
-
Unlimited telehpone and email access for members
-
Seamless transfer for scheme member to Private Client Service
We have developed a strategic partnership with the Global Recruitment firm AP Executive, providing financial guidance and support to their executive candidates in various jurisidictions around the world. They also support our employee benefits proposition by providing updates on the current recruitment sector and what executive candidates and employers are looking for within an employee benefits programme.
www.apexecutive.com
Patidar Jeffrey & Co currently has a number of Employee Benefit structures in place for existing Channel Island based employers. If you would like further information either complete our Registration Form or make contact with Des Jeffrey to discuss how we may be of service.
|
