Health & Risk Benefits

Health & Risk Benefits


Bespoke benefits - for you & your employees.

What's top of your list when it comes to corporate benefits?

Cost effectiveness goes without saying and at LIFT-Financial we have a track record in securing competitively priced services. It's more important, we believe, to consider the profile of your employees and design a bespoke package with flexibility for you and them. As Chartered Financial Planners, we have the in-house expertise to advise your employees and having this holistic view means we can help you make the right choices. We're experienced in working with high-earners and tailoring benefits to suit them, for example with Excepted Schemes. 

Our service includes:

  • Benefit design and procurement including Life, Income Protection, Private Medical Insurance, Cash Plans, Critical Illness. 
  • Market review of your existing schemes
  • Full administration support including claims assistance
  • Member communication
  • Optional claims advice and assistance
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Our Clients Say

Having developed a great relationship with Suzanne she has been a fantastic help in guiding my financial decision making and ensuring that I’ve planned well for the future. I’d recommend her without hesitation.

Russell B.

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