Ongoing Servicing

Creative Benefits aim to provide highly valued services and retain long-term client relationships. We are geared up for just this and continually strive to deliver improvements for our clients.

Whatever your Employee Benefit Plan and regardless of whether we designed and implemented that plan, we have the expertise to add value on an ongoing basis.

Examples of Ongoing Servicing

For the employer:
- Arranging, attending and reporting on Trustee Meetings
- Assessing plan take-up and other management information
- Providing information on legislative and regulatory changes relevant to the employer/their benefit plan/their employees.
- Giving proactive recommendations where market developments or other changes may offer cost reductions or improvements.
- Giving proactive recommendations where existing employer plans may need to be updated to comply with changes in law.
For employees:
- Ongoing help and advice on contribution levels
- Ongoing help and advice on investment choices
- Information and help for new employees
- Information and help for leavers
- A full retirement service

All ongoing servicing for employees provides a direct benefit to employers. Not only is time that might be wasted internally saved, but employees value the service, giving two benefits.