Case Studies

Business Case Studies

At Telford Mann Pensions and Investments, we deliver results by managing company pension schemes, employee benefits and generating revenue from business investments. See how our Chartered Planners have helped our existing business clientele by taking a look at some existing Client Case Studies. We can offer a range of different solutions to cater for cautious, moderate risk and adventurous investors. Whatever your personal circumstances and requirements you can trust Telford Mann to care about you and your money.

“Our objective is to work with our clients for life”

If you would like to see how we can help your Business with Financial Planning contact us today.

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We first started working with this national domestic appliance firm a number of years ago. They already offered generous employee benefits to their workforce, but were concerned that they weren’t receiving the level of service they required to ensure that all of their employees understood all of the options available to them.

By working with the client more closely, we have been available to meet with them whenever they need us to visit either their Head Office or their site on the South Coast. We have been able to further improve the range of benefits the company offer to their workforce and convert their existing pension scheme to ensure it fulfils the auto-enrolment requirements.

The nature of their business means that managing their benefits package across the workforce can be complex and requires us to be seen almost as an extension of the company to their employees and third party providers.

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One of our existing clients runs a successful international football academy, based in Stamford. The owner was concerned about the implications of pensions auto-enrolment for his business. As the staging date for their auto-enrolment neared, we recommended a pension scheme to meet their auto-enrolment needs.

The company had a relatively small number of staff that were affected by the new rules and so we had to source the right scheme to suit their workforce. Our client has a growing business with plenty of potential for expansion in the future and so it was important to source a pension scheme with a strong reputation and expertise in the auto-enrolment sector.

We provided presentations to the workforce and undertook one to one meetings with all the employees to explain the new rules and find out if they needed any other help. Since the scheme started, we have returned to the company to provide updates to the employees, meet their new starters and ensure that the scheme is running smoothly.

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A Northants based charity needed advice on setting up a pension scheme for their employees. They have various sites across the County with employees working different hours. They wanted a solution which would suit all their team and be easy to administer.

In addition, they needed an adviser to provide a pro-active service to them and their employees with regular visits and onsite assistance. We put in place a pension to suit all their needs and arranged site presentations followed by one to ones with all their employees to ensure everyone understood the new arrangements.

We visit the sites regularly to meet new starters and answer any other questions they may have. As a result of our work on the pension scheme, we have also helped the charity set up a death in service scheme and invest their surplus funds to meet both their short term and long term needs.