Workplace Solutions
Financial planning for your people, at work and beyond
Supporting your employees financially can go far beyond providing a pension or benefits package. Giving your people access to professional financial advice can help them understand the benefits available to them, make informed decisions and feel more confident about their financial future. From supporting senior leaders with more complex financial arrangements to providing guidance during significant life and career events, workplace financial planning can offer valuable support when your employees need it most.
At Lathe & Co
We work with businesses to provide tailored financial planning as part of their wider employee benefits and wellbeing offering.
For executives and senior leaders, we'll help bring together workplace benefits, pensions, investments, protection and personal finances into one clear financial plan. We can also provide targeted support through significant events such as redundancy, divorce and bereavement.
Every organisation and workforce is different, so we'll work with you to create an approach that's appropriate for your business and provides meaningful financial support for your people.
How can we help?
- Executive financial planning
- Retirement planning
- Investment and tax planning
- Protection planning
- Redundancy financial planning
- Financial planning through divorce
- Financial planning to beneficiaries
The breadth here reflects the agreed proposition, which includes executive planning, redundancy, divorce and financial planning to beneficiaries rather than limiting Workplace Solutions to pensions and general financial education.
FAQs
Other solutions
Retirement Planning
Planning for retirement is about more than building a pension. Whether retirement is years away or just around the corner, we'll help you prepare for the lifestyle you want with confidence.
Tax Planning
Effective tax planning can make a significant difference to your long-term financial wellbeing. We'll help you make the most of available allowances and reliefs while ensuring your wealth is managed as tax efficiently as possible.
Protection
The right financial protection provides reassurance when life doesn't go to plan. We'll help you protect the people and things that matter most with cover that's appropriate for your circumstances.
To stay up to date with the latest news and views from Lathe & Co, sign up to our newsletter.
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.