Established in 2009, Succession Wealth is the UK’s leading independent wealth management and financial planning business. With over 20,000 individual clients, the business remains focused on helping meet its clients’ unique needs. The key goal is to help clients reach their full potential – as opposed to a one-size-fits-all offering.
Our client's ethos is to help every individual and business it serves reach its fullest financial potential. Partnering with Succession Wealth to upgrade its employee benefits offering enabled us to extend that ethos to its employees.
Project requirements
Previously, Succession Wealth's benefits offering was manual and paper-based. The team wanted a new digital benefits, rewards and recognition platform. One of the most important aspects was the flexibility to adapt the new offering for their team, without the rigmarole of change. They recognise the needs of their employees change over time, and so should the way they look after them.
"The process couldn’t have gone more smoothly because of all the support and management from our account manager."
- Charlotte Evans, senior HR advisor, Succession Wealth
The solution
We combined FlexGenius's rewards and our employee benefits packages. This enabled Succession Wealth to cherry-pick the services that are most useful for its workforce.
The project team selected the 'Rewards and Recognition' package. This incorporates:
- An incentive points-based scheme from management
- A peer-to-peer recognition program
- Company awards
We focus on delivering this as a personalised, client-branded platform because we know that creating a seamless end-user experience means better results.
Results
Succession Wealth has seen a 77% engagement rate with its new combination benefits platform. Feedback from its team has included that the launch was easy and well received, with minimal issues.
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*This content was initially published on Flexgenius.co.uk (Avantus), a Ciphr company, and has been copied over to Ciphr. The projects mentioned in this case study were undertaken by Avantus, now known as Ciphr benefits.