| Smart Wealth Management
is aimed specifically at small medium sized enterprises (SMEs) which
historically have not had access to the professional employee benefits
consultant. This market has been traditionally served by the so called
Independent Financial Advisor who has tended to offer “off the
shelf” products whilst larger enterprises have been served by
the much bigger consulting actuary. Smart’s philosophy is to
always offer bespoke solutions at a competitive consultancy fee.
We provide a full service to meet all your corporate needs. From
director and executive pension planning to setting up a flexible
benefits plan for your employees. Using bespoke third party administration
technology, an electronic real time Smart Total Reward Statement
is now a reality. Already many clients point to the clarity of their
employees packages which have enabled them to recruit and then retain
valued staff.
Smart Wealth Management
Our approach to the design of the most suitable employee benefit
package starts with a full understanding of your business objectives
and budgets. A business case is then developed for the intended
remuneration package and solutions established accordingly.
The options available to employees, pricing policy and individual
benefit budgets are then determined and a smart communication programme
put in place. This step is designed by Smart to ensure that employees
fully understand their options, the extent of services available
and the value of this element of their remuneration package.
Smart Wealth Management use a number of leading edge administration
platforms to ensure efficient administration processes and through
web technology, provides employers with instant access to their
personal remuneration package and to the Smart Total Reward Statement.
By harnessing this leading edge technology has allowed Smart Wealth Management to offer its services to even the largest of employers,
helping to open the market which once was the preserve of only the
largest consulting actuary.
Smart Benefit Propositions
We offer employee benefit consultancy in the following areas:
To find out more about the Smart service contact
us.
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