This document summarizes Johnson Fleming's services for creating employee benefits packages. It discusses how they help clients recruit, reward, and retain employees through innovative benefits solutions. Their full-service approach includes administration, governance, education, auto-enrollment support, consultancy, and individual retirement planning advice. The goal is to create tailored packages that benefit both businesses and their workforces. Client testimonials praise Johnson Fleming's expertise, service-focused approach, and ability to navigate regulatory changes smoothly.

1. Recruit
Reward
Retain
Helping you create the perfect
employee benefits package

2. Recruit, reward, retain
A message from
Simon
Here at Johnson Fleming we adopt a pro-active
approach and offer innovative solutions that
make a difference to our clients, ensuring we are
there at every step of the process for them, their
business and their employees.
We understand that ensuring our customers are
happy and putting their needs first means they’ll
return to us; excellent service is as important as
acquiring new clients.
Simon Fletcher
CEO

3. Whether you are looking
for advice and guidance
on setting up a scheme,
financial education for
your workforce or a review
of your entire employee
benefits package –
we are here to help.

4. Recruit, reward, retain
Saving you time
Pension scheme administrators are facing
increasing pressures, driven by legislative
changes such as auto-enrolment and meeting
member service quality expectations.
Outsourcing your pension administration allows
you to realign your internal resources and focus
on your business.
Reducing your risk
Given the risks and financial penalties associated
with non-compliance of your employer duties,
you should treat the selection of schemes and
associated services available in today’s market
very carefully.
You need to ensure that what you are choosing
is right for your business; when you outsource
your workplace pension duties, you also
outsource some of the risk.
Workplace
pensions
“Very supportive, very
experienced, very
knowledgeable; Johnson
Fleming provide advice to the
business and our employees;
communicating at every
opportunity which saves time
and resource for us and is
hugely important.”
Chris Kent, HR Director
Bilfinger GVA

5. Helping you create the perfect employee benefits package
Helping your business with...
Administration
We offer a fully outsourced solution that
provides complete management of your pension
scheme, designed to integrate with your internal
processes. We become a partner to your
business and not just another supplier, giving
you the confidence that all tasks will be delivered
accurately and on time.
Governance
All pension schemes should be designed,
and be capable of delivering good member
outcomes. We provide a comprehensive view
of your scheme profile, identifying performance
and member engagement; creating a framework
which allows you to review it regularly and
produce reports which supply a full audit history.
Education
Our strategy is not just simply communication;
we educate members throughout their work life
journey. From joining through to retirement,
we provide financial education using the most
appropriate methods for your workforce, ensuring
your employees are able to make informed
decisions to achieve their retirement goals.
Auto-enrolment
Using our in-house administration platform
inform+equip, we’ve taken some of the UK’s
largest employers through auto-enrolment and,
more recently, we have introduced a number
of solutions to meet the needs of smaller and
medium sized employers.
Business consultancy
Our consultancy team has over 100 years’
experience in the financial services sector.
They work closely with you to understand your
business and the challenges it faces. They use
this information to create and deliver sustainable
group pension and employee benefit solutions.
You will receive ongoing advice on regulatory
changes, retirement and transfer options, as
well as pension, benefit and auto-enrolment
administration processes to help you achieve
your business goals and legislative obligations.
...we add value through the services we provide

6. Recruit, reward, retain
A healthy workforce
The correct healthcare benefits can help you to
recruit and retain staff, and lead to a healthier
workforce. We obtain the best pricing and
scheme structures to create employee benefits
packages that are right for your business and
your employees.
A happy workforce
A robust employee benefits programme provides
support and peace of mind. By introducing
benefits such as Group Income Protection,
you benefit by having a third party carrying out
assessments of absent employees and providing
supporting services as appropriate. Your
employees benefit with their recovery and return
to work and, additionally, payment of an income if
absence is longer-term.
The drivers to the success of your benefits are
supporting retention, engagement, motivation and
loyalty. Providing benefits that your employees
value is something you should be proud of.
“By simply promoting good
health among employees and
creating a positive environment
for work, you could reduce staff
turnover and recruitment costs.”
Mark Donaldson
PH&W Customer Service Manager
Protection, health
and wellbeing

7. Helping you create the perfect employee benefits package
Benefits health check
We firmly believe that in order for you to be
getting the best from your benefits you should
assess them regularly. We offer a benefits health
check, which reviews your current offering as a
whole and looks to maximize the potential of the
scheme by aligning products; strengthening the
proposition for your employees and identifying
cost savings for your business.
We will structure, administer and govern your
scheme tailored to your company needs. This
can include:
• Group Income Protection (GIP)
• Group Life Assurance (GLA)
• Group Critical Illness
• Private Medical Insurance (PMI)
• Health screening
• Dental / Optical
• Hospital cash plans
• Wellbeing - including counselling
• Employee Assistance Programmes (EAP)
• Child care vouchers
• Cycle to work schemes
• Occupational Health.
Helping your business with...

8. Individual retirement
planning
For your employees
Our sister company, Johnson Fleming Future
Life Planning was launched to further help our
clients support their employees. Our aim is to
educate and engage with them, helping them to
understand the need to save for retirement.
We aim to deliver the best financial education
training to your employees, our approach;
from joining through to retirement, supporting
employees on their work life journey is recognised
by our clients as a benefit that is not commonly
offered.
We’re proud of our individual retirement planning
advice. We do not view it as a one-off exercise; it
is an ongoing process with the goal of achieving
good member outcomes.
“At Johnson Fleming Future Life
Planning we love helping our
clients and their families to live
the life they want, confident that
they have enough money to do
this, whatever happens.”
Simon Thorpe
Head of Future Life Planning
Recruit, reward, retain

9. Helping you create the perfect employee benefits package
Financial education
We work with you to implement a
communications strategy, which incorporates
face-to-face support, as well as webinars, and
access to online content. These communications
embed a strong understanding of the levels of
investment needed for retirement, as well as the
options available, encouraging your employees to
think more about their retirement planning and
how to take action.
“I think it’s good that our
employer reviews the market
and ensures the pension is up to
the standards required.”
“The presentation, followed by
the one to one [meeting] was
the optimum communication
method. It was perfect.”
Employee feedback
Financial education seminar
Helping your employees with...

10. Recruit, reward, retain
A wealth of
experience
Our people
Johnson Fleming has achieved Investors in
People accreditation. We are proud of this
internationally recognised standard which defines
what it takes to lead, support and manage
people successfully for sustainable results. We
believe it adds true value to our business in
making the most effective use of the talents, skills,
knowledge and abilities of our people.
We have also achieved Best Companies 2
star accreditation which further demonstrates
outstanding levels of engagement within our
organisation.
Our service
Our ongoing commitment to customer service is
recognised by the Institute of Customer Service
(ICS). We’ve achieved world-class accreditation
– the highest in the Financial Services sector, and
we were also announced as a Finalist in the UK
Customer Satisfaction Awards 2015.
Our commitment
Johnson Fleming promotes and supports
Pension Quality Mark (PQM). Our “Friend” status
demonstrates this and many of our clients have
gained PQM and PQM+ with our assistance.

11. Helping you create the perfect employee benefits package
Our clients
We have the privilege of working with some
of the UK’s most well-known and respected
companies.
Recreate LOGO

12. Recruit, reward, retain
It really does matter
Johnson Fleming was established with the goal
of putting client experience and customer service
at the heart of everything we do. We believe it
is this service that differentiates us from our
competitors.
“We always strive to put our
customers at the centre of all
that we do, and endeavour to
instill this ethos in everyone here
at Johnson Fleming.”
Tom Claridge
Customer Services, IT & Systems Director
A business founded on
customer service

13. Helping you create the perfect employee benefits package
What our
clients think...
Recently we took the opportunity to ask our clients
the rather interesting question...
If Johnson Fleming were an
animal what would we be?

14. “Johnson Fleming understands
that as a business we are
different. They have guided us
through the correct processes
and have been extremely
proactive in helping to ensure we
have auto-enrolment absolutely
correct.
We trust them; they provide
sound advice.”
Elizabeth Lake, Finance Director UK & Ireland
Hugo Boss
Knowledgeable
vigilant
wise
Friendly
loyal
reliable
“Johnson Fleming is vigilant and
knowledgeable, they meet all
our expectations, they’re always
there for us and have enabled us
to move to salary sacrifice and
go through auto-enrolment with
no problems at all.”
David Hately, UK Financial Controller
Reynolds and Reynolds

15. Fast-paced
reliable
strong
Considered
aware
alert
“They survey the market place,
ensuring they are aware of
everything that is going on with
our corporate clients and our
employees.”
Chris Kent, HR Director
Bilfinger GVA
“We have a good working
relationship with Johnson
Fleming and are happy with the
excellent services provided.
The speed of their response is
excellent.”
Debbie Goodson, Benefits Manager
The Economist Group

16. Recruit, reward, retain
What about
your adviser?
What animal do you think
they would be?
Your scheme needs to be relevant, supporting
your employees through their work life journey. Do
you know what your employees think about your
current offering?
By reviewing your adviser and the level of service
you receive you may free-up budget to improve
the way your business is provided with the
support it needs, whether that is in governance,
consultancy, administration or member
engagement.

17. Helping you create the perfect employee benefits package
Regular reviews
You need to ensure the service you are
receiving is tailored to your needs. A clear and
transparent outline of what you are paying for
should be provided; detailing all of the options
available, ensuring you get the right service at
the right price.
By knowing what you have and what works,
you can ensure:
• Good levels of member engagement and
relevant outcomes
• Measurement against your original objectives
• You are meeting your legislative obligations.
Are you getting
the best service?

18. Recruit, reward, retain
Do you fancy
a coffee?
We’d love to talk to you
Let’s meet up and discuss how we can help
develop your benefits strategy. Having the
correct programme in place will help you to
attract and retain staff.
As a company, we strive to help you to
understand how your benefits can be used to
support your business and your employees,
whilst controlling costs.
As one of the UK’s leading workplace pensions
and employee benefits specialists we are
perfectly placed to assist you.

19. Helping you create the perfect employee benefits package
Get in
touch
01527 571 223
online@johnsonfleming.com
www.johnsonfleming.com
Fleming House, Bromsgrove Enterprise Park, Bromsgrove, B60 3AL
@JohnsonFleming
Call a member of our business development team today to arrange a
meeting or discuss your business needs.

20. Recruit, reward, retain
The benefits outlined are examples of the range of services that Johnson Fleming is able to offer in support of employee benefits and ongoing service. All feedback featured was gathered during a provision of service survey to our
clients in 2015. Johnson Fleming Group Limited is authorised as a Firm of Financial Advisers and our permitted business activity is advising and arranging life insurance, pensions, investments and general insurance contracts.
All rights reserved. No part of the promotional material may be reproduced or transmitted in any form or for any purpose without the express permission of Johnson Fleming Group Limited. All details are correct at the time of
publication. Registered Office: Johnson Fleming Group Limited, Fleming House, Bromsgrove Enterprise Park, Bromsgrove, B60 3AL. Johnson Fleming Group Limited is authorised and regulated by the Financial Conduct Authority.
Financial Services register number 599255 see www.fca.org.uk/register for details. Registered in England and Wales No 06272390. Johnson Fleming Group Limited is not regulated for the implementation, maintenance and ongoing
development of group pension scheme administration and management software. inform+equip ©2013 Johnson Fleming Group Limited. The information provided relating to inform+equip may be changed without prior notice.
Johnson Fleming Limited (FCA 215110) and Johnson Fleming Services Limited (FCA 606750) are Appointed Representatives of Johnson Fleming Group Limited. JF250416