Planning for Business

C O R P O R A T E F I N A N C I A L P L A N N I N G

Every successful business has aspirations for growth and prosperity and Trigon can help you to realise these goals with our range of innovative solutions for businesses of all sizes and types

About Trigon • With roots stretching back to 1996 the Trigon Solutions

Group off ers fi nancial planning services and advice to

individuals, families and businesses. The group currently

comprises three companies off ering complimentary services.

• Trigon Financial Solutions Ltd provides you with

independent advice which is not restricted, or limited,

by ties to any banks, building societies or other fi nancial

institutions. This allows us to give you advice that is

impartial and recommendations from the whole market

rather than a limited range of companies or products.

• Trigon Corporate Solutions Ltd provides business support

services including consultancy, administration, advice

and IT solutions.

• Trigon Support Services Ltd provides additional research,

administration and planning facilities within the group.

Our Team• Each of Trigon’s advisers has extensive knowledge and

experience in a wide range of specialist areas of Individual

and Corporate Financial Planning.

• Our fi nancial advisers are supported by a dedicated team

of highly experienced and qualifi ed Client Support Managers

and other administrative staff who provide the essential

support role for our business. They are able to assist our

clients on a day to day basis with both the routine and

the more complex fi nancial planning queries.

Our Aim• Is simply to provide eff ective Financial Planning solutions

for our clients with clarity and value.

• To advise and guide you, to ensure you are suffi ciently

fi nancially organised to create as much wealth and security

as possible for yourself, your family and your business.

• To identify your fi nancial objectives with you, and provide

the continuing support and guidance you need to create

and maintain your fi nancial independence, both now

and in the future.

Our Remuneration• We are a fee based practice and will advise you of the

charges for any work we undertake on your behalf before

we start. Furthermore we adopt a fl exible approach which

can incorporate the payment for our services either by fees

or commissions from the product provider (where available),

or a combination of both.

Why are we different?• As a client of Trigon you will be at the heart of our business.

We will work with you, listen and take full account of your

issues and requirements. Our advice and recommendations

will be made in a clear and straightforward manner to ensure

that you gain the maximum benefi t from our experience and

expertise with the minimum of fuss.

• We can off er a HR and employee benefi ts portal called

Flexismart which will enable you to access, maintain and

integrate your employee data and employee benefi ts

information, all in one place. This will allow you and your

employees to access information in “real time” whenever

you want to at the click of mouse.

Protecting Your BusinessBusiness protection is all about being prepared for the unexpected. It shelters your business if something goes wrong and it can provide an essential safety net should the worst happen.

In today’s increasingly tough and uncompromising business

environment, inadequate planning can result in fi nancial

disaster for your business. With the right professional

guidance the pitfalls that could otherwise destroy your

business and your future can easily be planned for and

avoided. A complete advisory service is available to all

corporate clients, covering every aspect of corporate

fi nancial advice. These typically include:

• Protecting the key assets of your business including

directors, partners, shareholders and key staff

• Planning to protect your business profi ts - reducing your

business tax liabilities

• Planning for futures changes in business ownership / exit

strategies - succession planning - planning for retirement

A full and detailed explanation of how your business can best

be protected is provided following an initial consultation and

analysis of your business. For more information, please call

us or visit our website www.trigoncorporatesolutions.co.uk

Employee Retention & Benefi ts Packages Your employees are the lifeblood of your business; having the right people in place and retaining them is the key to success.

Rewarding your employees can take many forms and is a

fundamental part of any successful employment package.

And that package can speak volumes about the culture and

personality of the employer. There are many reasons why

a successful employer will off er additional benefi ts to its

employees and these include the potential to:

• Strengthen the employer’s brand - increase employee

job satisfaction & engagement with the business

• Improve recruitment and retention & help identify

the real value of the employment package

• Educate employees and promote fi nancial awareness

• Give employees access to trusted ’in house` independent

fi nancial advice and guidance

• Give employees options to choose from a menu of

benefi ts selecting those most relevant for themselves

and their own circumstances

Trigon Corporate Solutions off ers you the tools and

expertise to deliver the most appropriate benefi ts package

for your employees, whilst ensuring cost control remains

a priority. Typical packages would include some, or all,

of the following elements and can be arranged on a fi xed

or fl exible benefi ts basis.

Directors & Executive Pensions, Group Pensions, Employee Benefi t Trusts, Group Life Assurance, Group Critical Illness, Group Private Medical Insurance, Group Income Protection, Salary Sacrifi ce Arrangements, Employee Financial Counselling / Advice Surgeries.

We off er a range of individual services aimed at

executives, company directors and shareholders,

as outlined below. For more information about the

individual services we off er please visit our sister

website www.trigonsolutions.co.uk and view

or download our lifestyle fi nancial planning brochure.

Lifestyle Financial Planning Programme: A long term

interactive programme, aimed at individuals wishing to address

all areas of fi nancial planning and take control of their long

term fi nancial security.

Transactional Financial Advice: Individual advice relating

to specifi c areas such as protection, retirement planning,

investments, savings, mortgages.

Portfolio Management : Simplifying the investment process

and ensuring that any investment strategy and the underlying

asset allocation match an individual’s attitude to investment

risk and any income and growth requirements.

Tax Advice and Mitigation : Advice on specifi c areas such

as estate planning and inheritance tax mitigation.

Other Services

Working With Your Business (Flexible & Smart HR Solutions)

Would you like a cost effective alternative to paper records, separate excel spreadsheets, word documents, databases and sundry forms of employee data?

We off er a web based portal called Flexismart that can be

tailored to your individual requirements to refl ect the structure

and existing hierarchy within your business. It can add real

value to your employee management processes, and can be

fully integrated with the majority of back offi ce systems.

Would you like........

✓ A system that stores employee data in one place which can

be integrated with, or run alongside, existing systems such

as HR or payroll?

✓ A secure central communication portal for all employees?

✓ A system that your employees can access and update

at the click of a mouse?

✓ To communicate company policy, procedures, and allow

access to personal data simply and securely?

✓ To be able to manage holidays, sickness and absence

centrally & produce powerful management

information reports?

✓ Seamless integration with your employee benefi ts off ering?

If you have answered yes to any of the above then Flexismart may be the solution you have been looking for.

For more information about our services please call us on 01707 251253, email us at info@trigoncorporatesolutions.co.uk or visit us online at www.trigoncorporatesolutions.co.uk

Registered in England No 7219098. Registered Address: Marquis House, 68 Great North Road, Hatfi eld, Hertfordshire AL9 5ER.

Trigon Corporate Solutions Ltd is part of The Trigon Solutions Group of Companies

the smarter way to fl exible benefi ts

Administrative Support If you already have an existing benefi ts scheme

(which you wish to simplify or outsource to a specialist)

we may be able to assist you with the day to day

administration of your scheme and provide advice

and counselling for your employees.