Plan
Benefits Strategy & Consultancy
Understanding your business is the foundation of our relationship – enabling us to work with you as your partner, not just your broker. Our consultants will help you take a step back and see the bigger picture: identifying your needs, assessing your existing proposition, and planning a joined-up strategy for the future.
Expert solutions
Wellbeing & benefits MOT
Wellbeing programme design & gap analysis
Simplification & process improvement
Wellbeing committee formation
Risk reduction & cost saving
Supporting people strategy
Communication & support
Building the foundations for a wellbeing culture
Our Plan services assess the current effectiveness of your organisation’s overall wellbeing and benefits strategy. It includes undertaking technical policy-level analysis, measuring cost and impact, identifying trends, support with provider selection and making recommendations for improvement. Typically undertaken in the early stages of our relationship and periodically thereafter, it’s an opportunity to set your strategy, align to your culture and plan for future engagement and success.
Meet Nathan Taylor
Driving excellence for our clients
“No matter the size of the client or project, everything we do has a client-focused outcome in mind. Sometimes it’s big initiatives, like shifting behaviours or influencing cultural change, but other times it’s just to provide some peace of mind and take the pain away from our clients. We’re happy with either.”
Nathan Taylor Senior Client Growth Consultant
