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

LIFT made the process very easy for us. They gave a great presentation to our employees and really impressed us with their level of service

Tony Lackey, SRO Solutions

Cookies help us provide our services. By using this website, you accept our privacy policy  |  Accept cookies