Employee Benefits - What We Do

CB Financial is an outsourced supplier of employee benefit solutions and related Human Resources support. As an Independent Financial Adviser we provide the set up, administration and management of employee benefit schemes. We meet all of our clients’ employees to introduce the company benefits and all employees are given individual online access where they are able to view their benefits.

Below are just some of the direct benefits to using CB Financial:

  • Annual review of your company benefits for cost, efficiency and value
  • Full documentation and booklets that provide clarification of the benefits provided by the company
  • Total Set up of company procedures to incorporate benefits administration
  • Pre population of forms where possible
  • Monthly audit of your employee information
  • Produce statutory monthly reports such as pension contributions
  • Apply pension contributions to provider online systems on behalf of company
  • Regular advice and alterations for any financial legislative changes
  • Support through our website where all employees receive individual online access
  • Support through an affiliated network on Human Resource and Finance issues
  • Each employee is met individually to give financial support, guidance and answer any personal questions they may have
  • FREE Mortgage advice for all our clients’ employees
  • Telephone and email support

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