Our corporate services
Our corporate services
Group protection can make a huge difference to your employees’ and your own financial circumstances and wellbeing should the unexpected happen.
Key protections include:
Income Protection – provides employees with an income should they be unable to work long term due to illness or injury.
Private Medical Insurance – reimbursement of medical bills for employees diagnosed with a specified serious illness or who require a major operation.
Critical Illness Insurance – a tax-free cash lump sum for employees diagnosed with a specified serious illness or condition.
Life Assurance – a tax-free cash lump sum paid to an employee’s beneficiaries or family, should they die.
Healthcare cash plan – a medical expenses policy that gives employees access to a range of services and treatment options to maintain everyday wellbeing through preventative healthcare.
Providing your employees with a benefits package offers them a layer of security in tackling the unexpected events in life, so it is important that they understand and appreciate these benefits, and know how to make use of them. Attivo Financial Planning offers employee surgeries to help educate staff on the value of your benefits package, giving them the opportunity to ask any questions and air any concerns they may have, such as the tax implications of a benefit in kind.
"I like the fact that as soon as you walk through the door you’re given a great welcome, there’s a fantastic team there and you can see everybody has expert knowledge of their areas of expertise... understanding that my own personal wealth is managed to the level it is at Attivo Financial Planning gives me great reassurance."
“We had various financial goals when we met with Attivo Financial Planning. We wanted to buy the unit we ran our engineering business from, and then when we eventually decided to sell the business, we wanted it to be in the most tax-efficient way. We wanted to ensure we had funds left over to give us a level of income in our retirement that we’d become used to while working. Attivo Financial Planning helped us meet our goals. They are a great team of genuine people that just want to help you achieve what you want.”