• Personal
  • Adviser
  • Charity
Personal
About us Responsibility Help & support Locations Login
  • United Kingdom
    UK
  • Ireland
    Ireland
  • United States
    USA
Services
Wealth management

Combined financial planning and wealth management expertise.

  • Financial Planning
    • A full financial plan
    • Cashflow modelling
    • Dealing with life-changing events
    • Financial protection
    • Inheritance tax and estate planning
    • International financial planning
    • Investing for children
    • Retirement planning and pensions
  • Investment management
    • Discretionary investment management
    • How we manage money
    • Investment advice
    • Responsible investing
  • Evelyn Partners funds
  • For entrepreneurs
  • DIY Investing - Bestinvest
Insights & events
Fees & charges
Our people
Contact us
Personal
Contact UsLogin
About us Responsibility Help & support Locations Login
  • United Kingdom
    UK
  • Ireland
    Ireland
  • United States
    USA
Wealth management

Combined financial planning and wealth management expertise.

Financial Planning
  • A full financial plan
  • Cashflow modelling
  • Dealing with life-changing events
  • Financial protection
  • Inheritance tax and estate planning
  • International financial planning
  • Investing for children
  • Retirement planning and pensions
Investment management
  • Discretionary investment management
  • How we manage money
  • Investment advice
  • Responsible investing
Evelyn Partners funds
For entrepreneurs
DIY Investing - Bestinvest
or press enter
Popular Searches
  • Spring Budget 2024
  1. Home
  2. Services
  3. Pensions and employee benefits
Gettyimages 1370642448

Structuring your pensions and employee benefits

How we can help

Our team of regulated pension experts can help you balance the benefits and risks for your business and employees from recruitment to retirement.

Ensuring the relevant pensions and benefits arrangements are in place to help attract and retain the best people is critical to the success of any business.

Without adequate support, it can be difficult and time consuming to put together attractive and appropriate pension and employee benefits structures.

With legislation and regulations changing all the time, it’s crucial that your business has access to the most up-to-date information, innovative ideas and expert advice on structuring benefits in the best interests of your employees and your business. It’s also important that you have measures in place to assess the return on investment for your benefit spend.

Employee benefits

  • Employee benefit consultants
  • Pensions governance and administration
  • Employee communication and counselling
  • Group risk and healthcare benefits for employees
  • International employee benefits
  • Pension wind-up and deficit management help
  • Create a benefits platform
  • Independent trustee services
  • Executive burnout report
  • Employee financial wellbeing

The past two years have seen unprecedented challenges and hardships for individuals and organisations alike. To gain deeper insight into how those in leadership positions are coping with these challenges, download your complimentary copy of our research.

Download our executive burnout report

Meeting your needs


Bespoke

We provide bespoke solutions tailored to your business requirements, along with a personal service that means we’re available whatever your question, whenever you need us.

Focused

We typically act for small-to-medium-sized enterprises and for trustees/employers of registered pension schemes with fewer than 1,000 members.

Regulated

Our highly experienced team of pensions and employee benefits experts are authorised and regulated to provide investment advice to individual employees where required – unlike the vast majority of our peers.

Holistic

You’ll have access to senior staff from across our diverse business, including pensions and employee benefits experts and discretionary investment managers.

Our credentials

You can benefit from our experience and insight

  • Word of mouth

    At least 50% of new clients come to us as a result of referrals from satisfied clients.

  • Expertise

    We are associates of the Pensions Management Institute and the Chartered Insurance Institute, members of the Personal Finance Society and part of the Transparency Task Force.

Related content

  • Back of blond haired woman stretching and looking at sun rise over a hill
    Insight

    Your allowances for the 2025/26 tax year

    6 April 2025 marks the beginning of the new tax year. To help get your finances off to a good start, we’ve put together a useful summary of your new allowances

    Kevin Broadbent Financial planning
    by Kevin Broadbent

    06 Apr 2025

  • Gettyimages 2111797892
    Insight

    What the McCloud judgment means for your NHS pension

    The McCloud judgment and subsequent McCloud remedy could have big implications for your NHS pension and broader retirement. Here are the details you need to know

    George Uglow 120X120
    by George Uglow

    11 Dec 2024

  • Shutterstock 2374491243 2880X800px
    Insight

    Mansion House speech 2024: What Labour’s pension reforms mean for your retirement plans

    The Chancellor’s speech could mean some big changes to the pension sector and implications for your retirement

    People Icon
    by Andrew King

    04 Dec 2024

  • Back of blond haired woman stretching and looking at sun rise over a hill
    Insight

    Your allowances for the 2025/26 tax year

    6 April 2025 marks the beginning of the new tax year. To help get your finances off to a good start, we’ve put together a useful summary of your new allowances

    Kevin Broadbent Financial planning
    by Kevin Broadbent

    06 Apr 2025

  • Gettyimages 2111797892
    Insight

    What the McCloud judgment means for your NHS pension

    The McCloud judgment and subsequent McCloud remedy could have big implications for your NHS pension and broader retirement. Here are the details you need to know

    George Uglow 120X120
    by George Uglow

    11 Dec 2024

  • Shutterstock 2374491243 2880X800px
    Insight

    Mansion House speech 2024: What Labour’s pension reforms mean for your retirement plans

    The Chancellor’s speech could mean some big changes to the pension sector and implications for your retirement

    People Icon
    by Andrew King

    04 Dec 2024

  • Back of blond haired woman stretching and looking at sun rise over a hill
    Insight

    Your allowances for the 2025/26 tax year

    6 April 2025 marks the beginning of the new tax year. To help get your finances off to a good start, we’ve put together a useful summary of your new allowances

    Kevin Broadbent Financial planning
    by Kevin Broadbent

    06 Apr 2025

  • Gettyimages 2111797892
    Insight

    What the McCloud judgment means for your NHS pension

    The McCloud judgment and subsequent McCloud remedy could have big implications for your NHS pension and broader retirement. Here are the details you need to know

    George Uglow 120X120
    by George Uglow

    11 Dec 2024

  • Shutterstock 2374491243 2880X800px
    Insight

    Mansion House speech 2024: What Labour’s pension reforms mean for your retirement plans

    The Chancellor’s speech could mean some big changes to the pension sector and implications for your retirement

    People Icon
    by Andrew King

    04 Dec 2024

  • Back of blond haired woman stretching and looking at sun rise over a hill
    Insight

    Your allowances for the 2025/26 tax year

    6 April 2025 marks the beginning of the new tax year. To help get your finances off to a good start, we’ve put together a useful summary of your new allowances

    Kevin Broadbent Financial planning
    by Kevin Broadbent

    06 Apr 2025

  • Gettyimages 2111797892
    Insight

    What the McCloud judgment means for your NHS pension

    The McCloud judgment and subsequent McCloud remedy could have big implications for your NHS pension and broader retirement. Here are the details you need to know

    George Uglow 120X120
    by George Uglow

    11 Dec 2024

  • Shutterstock 2374491243 2880X800px
    Insight

    Mansion House speech 2024: What Labour’s pension reforms mean for your retirement plans

    The Chancellor’s speech could mean some big changes to the pension sector and implications for your retirement

    People Icon
    by Andrew King

    04 Dec 2024

  • Back of blond haired woman stretching and looking at sun rise over a hill
    Insight

    Your allowances for the 2025/26 tax year

    6 April 2025 marks the beginning of the new tax year. To help get your finances off to a good start, we’ve put together a useful summary of your new allowances

    Kevin Broadbent Financial planning
    by Kevin Broadbent

    06 Apr 2025

  • Gettyimages 2111797892
    Insight

    What the McCloud judgment means for your NHS pension

    The McCloud judgment and subsequent McCloud remedy could have big implications for your NHS pension and broader retirement. Here are the details you need to know

    George Uglow 120X120
    by George Uglow

    11 Dec 2024

  • Shutterstock 2374491243 2880X800px
    Insight

    Mansion House speech 2024: What Labour’s pension reforms mean for your retirement plans

    The Chancellor’s speech could mean some big changes to the pension sector and implications for your retirement

    People Icon
    by Andrew King

    04 Dec 2024

  • Business Tax 2880X800
    Insight

    Autumn Budget 2024: Impact on Employee Benefits

    Major changes have been announced to employers’ national insurance and inheritance tax (IHT) in Chancellor Rachel Reeves’ first Budget, as key opportunities remain for businesses to take advantage of regarding their employee benefits. 

    Steve Cave Pensions and employee benefits
    by Steve Cave

    05 Nov 2024

  • Business Tax 2880X800
    Insight

    Autumn Budget 2024: Impact on Employee Benefits

    Major changes have been announced to employers’ national insurance and inheritance tax (IHT) in Chancellor Rachel Reeves’ first Budget, as key opportunities remain for businesses to take advantage of regarding their employee benefits. 

    Steve Cave Pensions and employee benefits
    by Steve Cave

    05 Nov 2024

  • Business Tax 2880X800
    Insight

    Autumn Budget 2024: Impact on Employee Benefits

    Major changes have been announced to employers’ national insurance and inheritance tax (IHT) in Chancellor Rachel Reeves’ first Budget, as key opportunities remain for businesses to take advantage of regarding their employee benefits. 

    Steve Cave Pensions and employee benefits
    by Steve Cave

    05 Nov 2024

  • Business Tax 2880X800
    Insight

    Autumn Budget 2024: Impact on Employee Benefits

    Major changes have been announced to employers’ national insurance and inheritance tax (IHT) in Chancellor Rachel Reeves’ first Budget, as key opportunities remain for businesses to take advantage of regarding their employee benefits. 

    Steve Cave Pensions and employee benefits
    by Steve Cave

    05 Nov 2024

  • Business Tax 2880X800
    Insight

    Autumn Budget 2024: Impact on Employee Benefits

    Major changes have been announced to employers’ national insurance and inheritance tax (IHT) in Chancellor Rachel Reeves’ first Budget, as key opportunities remain for businesses to take advantage of regarding their employee benefits. 

    Steve Cave Pensions and employee benefits
    by Steve Cave

    05 Nov 2024

Additional information

Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.

Personalised, expert wealth management advice

Personalised, expert wealth management advice

Footer menu

Services

  • Wealth management
  • Financial planning
  • Investment management
  • Evelyn Partners funds
  • Bestinvest
  • Employee benefits
  • Fund solutions

Who we help

  • You and your family
  • Family offices
  • Entrepreneurs
  • Professional partners
  • Financial intermediaries
  • Court of Protection
  • Charities

About us

  • Governance
  • Corporate responsibility
  • Press centre
  • Careers
Sign me up for emails*

Sign up for our newsletter

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Policies, statements & disclosures

  • Anti-Corruption and Bribery Policy
  • Conflicts of Interest Policy Statement
  • Risk warnings
  • Sustainability Disclosure Requirements
  • Services for US connected Investors
  • Registered details
  • Legal and regulatory
  • Complaints procedure
  • Modern Slavery and Human Trafficking Statement
  • Whistleblowing policy
  • Keeping you safe
  • Consumer duty

©2025 Evelyn Partners

  • Privacy Notices
  • Website conditions
  • Accessibility
  • Cookie Policy
  • Change cookie settings

Thank you

Your form has been submitted and a member of our team will get back to you as soon as possible.

Steve Cave

Speak to Steve Cave, Director, Employee Benefits on (0)20 7131 8194 or click the button to request a call.

Request a call

Request a call back

Please complete this form and let us know in ‘Your Comments’ below, which areas are of primary interest. One of our experts will then call you at a convenient time.

Please complete all fields below
Title
Mr.
Mrs.
Miss
Ms.
Dr.
Sir
I have investments of...
Less than £250,000
Between £250,000 - £500,000
Between £500,000 - £1,000,000
More than £1,000,000
MoTuWeThFrSaSu
2829301234567891011121314151617181920212223242526272829303112345678
Time
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
17:45

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Thank you

Your form has been successfully submitted a member of our team will get back to you as soon as possible.

Book an Appointment

Please complete all fields below
Title
Mr.
Mrs.
Miss
Ms.
Dr.
Sir
I have investments of...
Less than £250,000
More than £250,000
MoTuWeThFrSaSu
2829301234567891011121314151617181920212223242526272829303112345678
Time
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
17:45
0203 131 6167