We are an independent financial services consultancy, providing solution based pension and employee benefit services to employers, scheme trustees and members.
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We had a great time exhibiting at the @CFGtweet’s Annual Conference in London last month, offering support with pension governance, employee benefits and tailored investment as part of our ongoing commitment to charity: quantumadvisory.co.uk/truste…
ALT Stuart and Graham at a conference in front of a branded Quantum Advisory banner and behind a table with merchandise and leaflets
Pension reform mentions were scarce in the Chancellor’s Mansion House speech, but almost a week later the revival of the Pensions Commission was announced.
Find out more: quantumadvisory.co.uk/insigh…
ALT Stuart Price in a suit and tie. Text to left says Positive outcome for pensions reforms announced following Mansion House speech
An employer faced a 30% rise on private medical insurance and planned to terminate the scheme, significantly impacting employee morale. We found a new provider offering the same benefits, saving the employer 48% on premiums.
Read the case study: quantumadvisory.co.uk/casest…
ALT Stacks of coins increasing in size. Text to left says Helping you switch. Private Medical Insurance
The pension saving population are being affected by changing annuity rates and income tax thresholds as they plan for and enter retirement.
Find out more: quantumadvisory.co.uk/insigh…
ALT A hand holding a pound coin. Text to the left says Stuart Price. The impact of annuity rates and income tax thresholds
It’s been just over a month since our last Pension, Employee Benefits & Investment Breakfast Seminar, and we’re still digesting all the valuable insights shared!
Dan Redwood, Graham Yearsley, Carl Heritage and Sarah Garnish gave us plenty to consider: youtube.com/watch?v=mMVm6pig…
Make sure your pension goes where you want it to!
Stuart Price highlights the importance of creating and keeping your expressions of wishes up to date: quantumadvisory.co.uk/insigh…
ALT Stuart Price, in a suit and tie, smiles. Text to left says Expression of wishes. Making sure your pension goes where you want it to
Earlier this month, Sarah Garnish highlighted the key changes for defined benefit and defined contribution pension schemes at our breakfast seminar.
Revisit the event: quantumadvisory.co.uk/news/e…
ALT Sarah Garnish smiles. Text to left says Pension bites - a summary of key changes
Quantum Advisory will be exhibiting at the Charity Finance Group Annual Conference tomorrow. Lots of new #CharityFinance relationships to be built and existing ones reconnected! bit.ly/CFGAC25@CFGtweets
.@TPRgovuk’s Annual Funding Statement highlights general considerations for trustees and sponsors of defined benefit pension schemes including endgame planning, the changing economic landscape, scheme resilience to shocks and surplus release.
Read more: quantumadvisory.co.uk/news/t…
ALT A magnifying glass to the right of text which says The Pensions Regulator. General considerations from the Annual Funding Statement
Should private medical insurance come with a health warning? Graham Yearsley and Carl Heritage explored best practice regarding health-related employee benefits at our seminar on 5 June.
Find out more: quantumadvisory.co.uk/news/e…
ALT Graham and Carl in suits and ties. Text to left says Employee Benefits. Introduction to healthcare employee benefits
In 10 days’ time we will be exhibiting at the
@CFGTweets Annual Conference on 26 June. If you're attending and need help with pension governance, employee benefits or a tailored investment strategy, pop over and see us on Booth 23. bit.ly/CFGAC25#CharityFinance
Wish us luck for tonight!
We are thrilled to be shortlisted for two award categories this year at the @ProfPensions Awards for Investment Consultancy of the Year and Fiduciary Evaluator of the Year.
#UKPA
ALT A purple circle of light enclosing the word Finalist. Other text below finalist says Investment Consultancy of the Year, Fiduciary Evaluator of the Year, Quantum Advisory.