Engaging our Services
We appreciate that using an external adviser can sometimes seem daunting, so we normally suggest a short introductory chat or video call for no more than 30 mins.
This enables you to get a first impression of us and whether I'm someone you can work with, as well as starting a discussion about what services you require and whether we can actually assist you.​
An Initial Call
A high-level, free discussion usually includes:
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Background to your company
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The employee benefits you currently operate
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Your role in dealing with benefits
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Challenges/ issues or help you require
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A bit about us and our experience
We expect this to take no more than 30 minutes. If first impressions were enough for you to engage us for some work or you wish a further, more detailed discussion, we can arrange a follow up call.
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Scoping Meeting
A more detailed discussion enables us to identify the specifics of the work needing to be conducted, what you hope to achieve, your timescales and our estimated fees.
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If you are agreeable to what is proposed, we will prepare a formal scope of work and provide our terms & conditions for your acceptance.
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Proposal/ Scope of Work
Our scope of work will detail:
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Your requirements, priorities & timescale
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Our services to deliver the work
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A project plan (if needed)
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A proposed start date for work
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Our fees & payment terms
​Your signature on this document will engage our services and you become a client, whether that is for project work or ongoing services.
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