Health & Risk Benefits

Health & Risk Benefits

“LIFT-Financial have provided us with a great service for a number of years. We find their flexible and can-do attitude very refreshing.”

Julie Leverentz, Head of Human Resources, CGNMB LLP

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

Our Clients Say

I have found everyone I deal with at LIFT to be extremely professional and the service has been first class.

John Campbell

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