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How We Do it

We work with you to understand your business strategy, goals and objectives and consider how an employee benefit programme will support your business needs. We will examine your existing benefit provision, recruitment and retention issues, HR and Payroll systems, business vision and culture, competitive position and demographics.We will consider what you wish to achieve with the introduction of employee benefits and the financial parameters of any employee benefits programme.

From these discussions we will prepare a detailed report and set of recommendations that we believe best supports your goals and objectives. We will negotiate, on your behalf, with the providers to achieve the best terms and service levels for your schemes.

We will establish with you the best service and support levels during and post scheme implementation.

We have built our strong reputation on the clarity and transparency of our business relationships and on the high service levels we give to our clients and their employees (see Testimonials).

Our service features include:

· Full assessment and report of your Company’s employee benefits
· Highly personalised service – all new employees seen at least twice
· Regular ‘surgeries’ throughout the year to deal with queries
· Full transparency of all fees and charges
· Dedicated website access to all data
· Choice of pension investment fund
· Employee online password protected access to their pension fund
· Online member’s beneficiary form
· Online links to service providers
· Provision of data tracking spreadsheet
· Mirror spreadsheet to ensure data accuracy
· Audits on daily, weekly or monthly basis to ensure correct data processing and fiscal accuracy
· Full support services and training to HR Departments
· Advice to companies on different insurer schemes
· Providing relevant induction pack information
· High SLA delivery levels
· Advising members on medical underwriting requirements for the Life, Medical and Disability schemes.

CB Financial is the trade name of CB Insurance Services Financial Ltd. (Reg. No. 3431887), which is authorised and regulated by the Financial Services Authority.