Corporate Financial Planning and Employee Benefits
Coming together is a beginning; keeping together is progress; working together is success HENRY FORD

Corporate Financial Planning & Employee Benefits

The biggest asset of any company is usually its employees, with payroll often being the highest spend. Research indicates an employee only values a benefit they understand. At Citimark we aim to ensure your employee benefits package delivers an effective solution for your entire workforce. Our team of highly qualified and experienced Corporate Financial Planners are adept at communicating benefits in plain English to employees at all levels.

Our corporate financial planning team can provide you with peace of mind that your benefits are working harmoniously with Contracts of Employment, Business Trusts and UK Legislation, therefore reducing risk within your business.

Business Owners will ensure the profitability of their business is sustainable in all economic climates but often overlook their own circumstances. We can assist in ensuring the business remains viable should the Business Owner or Key People suffer a critical illness or even pass away. We can provide solutions to ensure the business continues and is left in the hands of those intended.

At Citimark we believe all businesses are different, therefore we have solutions for businesses of all sizes with packages designed to assist Business Owners through to shop floor employees.


our range of services

Senior Team Solutions

  • Directors Pension Planning
  • Excepted / Relevant Life Policies
  • Business Protection, including Shareholder and Keyman cover 
  • Due Diligence of Benefits Package for Company Mergers / Acquisitions / General Healthcheck
  • Avantgarde

Employee Pensions

  • Workplace Pension Solutions
  • Auto-Enrolment Implementation and Management
  • Auto-Enrolment Triennial Review
  • Employee Seminars
  • Pre-Retirement Seminars
  • Salary Exchange

Employee Protection

  • Group Life Assurance
  • Group Income Protection
  • Group Critical Illness
  • Private Medical Insurance
  • Employee Assistance Programmes
  • Cash Plans