ebwealth.co.uk

theebpartnership.co.uk

WELCOME

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Brexit, lets avoid a tragedy with young people and pensions. As a business our objectives are very simple to design and support better employee benefits solutions for our clients". The EB Partnership is an independent consultancy providing expert advice on every aspect of your corporate benefits. We specialise in employee benefits and their communication, group risk insurance, pensions, healthcare; as well as financial planning and pension/wealth management for individuals. T: 44 20 7015 2144.

theebpartnership.co.uk

BENEFITS COMMUNICATION

http://www.theebpartnership.co.uk/benefits-communication.html

We believe that employee benefit packages are good things, and after they have been properly explained, are greatly valued by employees. Too often companies spend money on implementing benefits, but neglect to communicate those benefits adequately to their workforce often leading to confusion and ultimately a poor return on investment on a company's benefit spend. For more information, please visit http:/ www.benefitscommunication.co.uk. E: enquiries@theebpartnership.co.uk. T: 44 20 7015 2144.

theebpartnership.co.uk

AUTO-ENROLMENT

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Pension Auto-enrolment arrived in October 2012, and will affect all employers in the UK over the next few years. Under auto-enrolment rules, employers are required by law to:. 1) Automatically enrol all their eligible employees not already in a 'good quality' pension scheme into a Qualifying Workplace Pension Scheme (QWPS) within three months of becoming eligible. (Employees will be allowed to opt-in and benefit from employer contributions within three months if they wish to.). Oct 2012 - Apr 2018. A gua...

theebpartnership.co.uk

PARTNERS

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With over 15 years of experience of advising in the corporate sector, Charlie has a wide range of experience in delivering employee benefit solutions to clients in all sectors, from retail through to the recruitment sectors. Away from work, Charlie has a young Daughter and is lucky to have an understanding wife who allows him the time to play squash, cricket and golf on a regular basis! Away from work, Neil is a proud father of 2 teenage children who fill much of his spare time! Kai’s primary focus is th...

theebpartnership.co.uk

CAREERS

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We are looking to recruit a highly literate and numerate individual who wishes to establish or further a career in Financial Services. We actively support any skills / qualification based training with the aim for the chosen individual to eventually run their own wealth management team. No qualifications or experience necessary however the following traits would be essential:. An excellent communicator as the role would include a high level of client interaction. Comfortable working in a small team.

theebpartnership.co.uk

PORTFOLIO SELECTION

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Your Wealth Management Partner. We use both quantitative and qualitative analysis to allow us to come up with a portfolio of funds that we believe have the potential to provide good returns over the medium to long term. We use a state of the art system called Morningstar Adviser Workstation as our initial research tool, which provides us with access to timely and accurate data. This allows us to examine funds on a quantitative basis, looking at:. How has the fund performed over the past 1, 3 and 5 years?

theebpartnership.co.uk

ABOUT

http://www.theebpartnership.co.uk/about.html

The EB Partnership are an independent employee benefits consultancy who provides expert advice on financial planning for businesses and their employees on areas such as pension Auto-enrolment, group risk insurance, healthcare and employee benefit communication. While the key challenge is to balance the level and range of employee benefits that companies want to provide with what they can afford, companies may also have numerous other challenges to think about, such as:. Whatever challenges companies face...

theebpartnership.co.uk

HOW WE WORK

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While the key challenge is to balance the level and range of employee benefits that companies want to provide with what they can afford, companies may also have numerous other challenges to think about, such as:. Pensions Auto Enrolment Legislation how best to manage it. Implementing new, upgrading or expanding existing staff benefits. Managing expensive and inefficient existing benefits. Raising awareness and encouraging staff participation. E: enquiries@theebpartnership.co.uk. T: 44 20 7015 2144. The E...

theebpartnership.co.uk

INVESTMENT PROCESS

http://www.theebpartnership.co.uk/investment-process.html

Your Wealth Management Partner. Our Investment Process is based on a solid risk assessment, tactical asset allocation, vigilant growth monitoring and asset readjustments if required. This approach sets us apart from other Investment Advisers. Our client base is rapidly growing due to our competitive fee structure, focus on quality and personalised advice. Step 1: Risk Assessment. Step 2: Asset Allocation. 4 Fixed Income Classes (Gilts and Corporate Bonds). Step 3: Growth Monitoring. We will review your p...

theebpartnership.co.uk

HEALTH AND WELLNESS

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With legislation requiring employers to demonstrate a duty of care to employees, the health and wellbeing of staff is extremely important. The benefits of doing so can include:. Early intervention of health issues. Identify workplace and domestic stress at an early stage. Maintain a healthier workforce. E: enquiries@theebpartnership.co.uk. T: 44 20 7015 2144.