Empowering SMEs: Maximising Employee Benefits & Navigating Market Dynamics

Date: Tuesday 18th June 2024
Time: 08:30 AM - 10:00 AM
Location: Open Kitchen, People's History Museum, Left Bank, Manchester, M3 3ER
Cost: Free
Member Event
SME Club

In today's competitive business landscape, SMEs strive to attract and retain top talent while managing costs effectively. This seminar aims to address these challenges by providing valuable insights into market trends within the Pensions and Employee Benefits industry, along with practical strategies for optimising employee benefit offerings.

· Market trends: Pareto, a leading expert in the field, will present up-to-date market trends, shedding light on emerging practices and innovations. Attendees will gain an understanding of the evolving landscape and its implications for SMEs.

· Cost-saving strategies through Benefit Health Checks: Effective examples of how regular health checks on a company’s employee benefit offering can lead to significant cost savings for both the company and its employees. Identify gaps and opportunities for improvement, ultimately resulting in enhanced financial efficiency.

· Economic and market conditions: Alex Brandreth from Luna Investment Management will provide valuable insights into the broader economic landscape and market conditions, particularly in this politically driven year. Insight into how economic shifts and political factors can impact stock markets and, consequently, pension schemes, in potentially uncertain times.

By implementing strategic changes informed by market insights and benchmarking analysis, SMEs can not only reduce costs but also enhance their employee benefit offerings. This, in turn, fosters greater employee satisfaction, improves retention rates, boosts productivity, and contributes to overall company performance.

About the Speakers:

Joseph Warne Employee Benefits Consultant - Pareto Financial Planning

Joe has more than 17 years’ experience in pensions and employee benefits starting at KPMG before moving to PwC and finally Mercer before taking up his position at Pareto Financial Planning. He specialises in corporate pensions and employee benefits, partnering with companies to design and manage sustainable pension and employee benefit strategies. He supports small SMEs up to large multinationals and helps companies to enhance their employee benefits whilst also utilising cost saving strategies such as salary exchange.

Alex Brandreth Chief Investment Officer - Luna Investment Management

Alex is responsible for coordinating the overall investment strategy at Luna. This involves liaising with a series of analysts and chairing the Luna Investment Committee in order to provide guidance to investment managers on tactical asset allocation and individual security selection. He is also the lead Fund Manager on the Luna Model Portfolio Service. He has appeared in CityWire Top 100 Wealth Managers on multiple occasions, was included in the inaugural Citywire Selector UK 30, which showcased the most influential fund selectors in the UK market, and was named in the Private Asset Management (PAM) Top 40 Under 40.

Interested In The Event?

If you’re interested in attending, you can book online here.

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