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Lorica Services
Lorica Overview


•   Lorica can trace its roots back to 1990 and the formation of Health for
    Industry
•   Independently owned
•   Approximately 1,200 corporate clients, over 3,000 individual clients
•   Multi award winning
•   Many long standing corporate accounts and long serving employees
•   Full employee benefits and wealth management proposition
Key Message


•   Lorica covers every aspect of your Employee Benefits requirements
•   Each of our clients, regardless of size, receives an expert and
    individual service
•   Innovative, creative proposition
•   Each of our specialist divisions work closely together to achieve a
    harmonised employee benefits solution for your organisation
•   Fresh approach to exceed client needs and expectations
•   Help clients attain employee engagement, motivation & enhanced
    culture
•   Our service is supported by a unique proposition, and exceptional
    portfolio of products and providers
Flexible Benefits



•   Cube Online Benefits Platform

•   Cube Uno for smaller organisations

•   Benefit Package Design and Implementation

•   Benefit Brand Creation

•   Salary Sacrifice Schemes

•   Online Benefit Selection and Delivery

•   Total Reward Statements

•   Voluntary Benefits
Corporate Pension




•   Corporate Pension Solutions

•   Pension Salary Sacrifice

•   Installation, Management and Administration of Group Schemes

•   Independent Financial Advice

•   Final Salary Schemes

•   Actuarial and Risk Management
Health, Risk and Wellbeing Consulting



•   Private Medical Insurance
•   Dental Insurance
•   Cash Plans
•   Occupational Healthcare
•   Lifestyle and Health Screening
•   Employee Assistance Programmes
•   Critical Illness Cover
•   Group Income Protection
•   Life Assurance
•   Risk Claims Management
Benefit and Reward Consulting



•   Total Reward Statements
•   Surveys
•   Education
•   Interactive tools
•   Employee Communication, to deliver:
     – Enhanced Culture
     – Increased Performance
     – Motivation
     – Engagement
Employee Financial Education



•   Workplace Employee Financial Education
•   Workplace Financial Education programmes
•   Seminar Modules may include
     – General Financial Awareness
     – Longer Term Income Planning
     – Pre-Retirement Planning and Annuity Solutions
     – Share scheme / Bonus maximisation
     – Executive Financial Awareness
     – Redundancy Awareness
     – Pension planning
•   Educate, Listen, Advise and Support our expertise in action
Awards

Employee Benefits Awards 2011
Finalist – Benefits Team of the Year
Finalist – Most effective communications strategy
Finalist – Most effective benefits strategy

Corporate Adviser Awards 2011
Finalist – Healthcare Adviser of the Year
Finalist– Firm of the Year 2010
Finalist – Pensions Adviser of the Year

E-Excellence ratings 2010
Awarded eee rating by Corporate Adviser for Benefits platform


Corporate Adviser Awards 2010
Highly commended – Healthcare Adviser of the Year
Highly commended – Firm of the Year 2010

Money Marketing Awards 2009
Finalist – Best Training & Professional Development
Corporate Adviser Awards 2009
Winner - Group Income Protection Adviser of the Year
Highly Commended - Best Training & Professional Development

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Lorica Employee Benefits

  • 2. Lorica Overview • Lorica can trace its roots back to 1990 and the formation of Health for Industry • Independently owned • Approximately 1,200 corporate clients, over 3,000 individual clients • Multi award winning • Many long standing corporate accounts and long serving employees • Full employee benefits and wealth management proposition
  • 3. Key Message • Lorica covers every aspect of your Employee Benefits requirements • Each of our clients, regardless of size, receives an expert and individual service • Innovative, creative proposition • Each of our specialist divisions work closely together to achieve a harmonised employee benefits solution for your organisation • Fresh approach to exceed client needs and expectations • Help clients attain employee engagement, motivation & enhanced culture • Our service is supported by a unique proposition, and exceptional portfolio of products and providers
  • 4. Flexible Benefits • Cube Online Benefits Platform • Cube Uno for smaller organisations • Benefit Package Design and Implementation • Benefit Brand Creation • Salary Sacrifice Schemes • Online Benefit Selection and Delivery • Total Reward Statements • Voluntary Benefits
  • 5. Corporate Pension • Corporate Pension Solutions • Pension Salary Sacrifice • Installation, Management and Administration of Group Schemes • Independent Financial Advice • Final Salary Schemes • Actuarial and Risk Management
  • 6. Health, Risk and Wellbeing Consulting • Private Medical Insurance • Dental Insurance • Cash Plans • Occupational Healthcare • Lifestyle and Health Screening • Employee Assistance Programmes • Critical Illness Cover • Group Income Protection • Life Assurance • Risk Claims Management
  • 7. Benefit and Reward Consulting • Total Reward Statements • Surveys • Education • Interactive tools • Employee Communication, to deliver: – Enhanced Culture – Increased Performance – Motivation – Engagement
  • 8. Employee Financial Education • Workplace Employee Financial Education • Workplace Financial Education programmes • Seminar Modules may include – General Financial Awareness – Longer Term Income Planning – Pre-Retirement Planning and Annuity Solutions – Share scheme / Bonus maximisation – Executive Financial Awareness – Redundancy Awareness – Pension planning • Educate, Listen, Advise and Support our expertise in action
  • 9. Awards Employee Benefits Awards 2011 Finalist – Benefits Team of the Year Finalist – Most effective communications strategy Finalist – Most effective benefits strategy Corporate Adviser Awards 2011 Finalist – Healthcare Adviser of the Year Finalist– Firm of the Year 2010 Finalist – Pensions Adviser of the Year E-Excellence ratings 2010 Awarded eee rating by Corporate Adviser for Benefits platform Corporate Adviser Awards 2010 Highly commended – Healthcare Adviser of the Year Highly commended – Firm of the Year 2010 Money Marketing Awards 2009 Finalist – Best Training & Professional Development Corporate Adviser Awards 2009 Winner - Group Income Protection Adviser of the Year Highly Commended - Best Training & Professional Development