• Home
• |
• Our courses
• |
• Our approach
• |
• Jelf Financial Planning
• |
• Workplace Savings Homepage

Our approach

We believe that high quality communication with employees is of the utmost importance for a business to succeed. In previous years the norm has been to send impersonal memos or faxes to disseminate information, but we believe that face-to-face communication, and ideally two-way communication, is better. Individuals need to connect emotionally with benefits that are offered to them, but a lot of communication fails to help employees link the emotional and financial aspects of the choices available to them. It is increasingly important to combine the traditional two-dimensional communication with live contact with a person who can discuss their options and provide support and guidance so that individuals can feel they have made a financially and emotionally sound decision.  

Why Jelf?

Jelf is a leading, award-winning consultancy that was founded in 1989. We provide expert advice on healthcare, benefit management, employee protection benefits, pensions, financial planning, workplace savings and financial education.

Jelf Employee Benefits works with companies of all sizes throughout the UK and across a broad spectrum of industries. We currently advise over 5,000 companies on a range of employee benefits strategies, to help them attract, retain and reward high quality staff.

We provide a personal, friendly, client-focused approach with the benefits that come from being a full service intermediary with national reach - a combination that makes for a powerful partnership.

Jelf Money at Work is part of Jelf Wellbeing Ltd. We believe that individuals should have access to guidance throughout the whole of their working lives; this begins with Money at Work. Alongside this we also provide companies with benefit packages to assist their employees with life outside of work. As the individual begins to think about ending work, Money after Work will be able to fulfil their needs as they plan for their retirement. And when they reach retirement the Pensions teams will be able to help them with their personal finances when they make that next big step into life after work.

We know that many individuals need help to be better with their money, and their financial education should begin from when they receive their first pocket money; but we know that this is not the case for many people. So Money at Work aims to help individuals be better with their money and to make a plan for the future; whether this is to buy a house or prepare for retirement. We believe in using an inclusive and interactive environment to encourage individuals to voice their concerns and get the help that they need. We're here to help not sell.  

The following additional services can be provided to help maximise the value you get from your investment in financial wellbeing for your employees. These services can help to mitigate costs, manage risk or improve employee engagement, all of which can help to improve the bottom line for your organisation.

Additional Services from Jelf

IFA Service

Through our experience and expertise we deliver more to our clients by crafting bespoke solutions that reflect the individuality of our clients' businesses. 

Jelf can take this time-consuming and potentially expensive exercise and turn it into a cost-effective and efficient process that really delivers your specific objectives.

Our expertise in banking and finance, our independence from any institution and strong relationships with finance providers mean that we are well placed to review and negotiate on your behalf. If you are looking to borrow money, why not give yourself the opportunity to review the whole market… with someone else doing the work for you.

We can advise you on arrangements to protect the future of the business or partnership if the worst happens, as well as the buildings, other tangible assets and the health and wellbeing of you and your employees. 

We offer a comprehensive range of products and services to meet the needs of our clients. Whether you need a mortgage, private medical insurance or complex financial advice, Jelf can help.