About us

Truestone Employee Benefits is an innovative and multi-disciplined benefits consultancy with the knowledge and experience to support every aspect of your employee benefits programme, including:

·         Strategic review and development

·         Benefit sourcing and negotiation with providers

·         Implementation and change management

·         Corporate governance requirements

·         Employee communication and education

·         Personal financial advice

Our client list reflects our commitment to service excellence and includes long-standing relationships with leading household names.

However, it is our understanding of the needs of employees which sets Truestone apart. Empowering employees to make informed decisions is ultimately the key to any effective benefits strategy. 

Within the Truestone Group we can call upon the expertise of specialist financial advisers, investment consultants and mortgage experts to provide a complete service to any business and its employees. 

   

Our ‘Treating Customers Fairly’ Policy

 

Truestone Employee Benefit's policy on Treating Customers Fairly is balancing the customer’s needs with the firm’s needs, being absolutely clear about what the firm and its services offer, and being transparent about fees and levels of service.

Specifically this requires that: 

  1. We will ensure that our clients clearly understand the nature of the services we provide, including our terms, conditions and charges.  
  2. We will make clear any risks inherent in the markets and securities in which clients invest through us. 
  3. We will communicate in an open, transparent and easily understandable manner and obtain a clear understanding of clients’ investment objectives, investment experience, attitude to risk, financial standing and resources.  
  4. We clearly demonstrate the suitability of our recommendations to our clients.  
  5. We will not promise to provide services we are not able or equipped to deliver.  
  6. Training and Competence programmes must instill the concept of "Treating Customers Fairly" within our corporate culture.  
  7. Our complaints procedures must be clear, unambiguous and impartial.  
  8. We will measure the effectiveness of our policies of Treating Customers Fairly to ensure clients continue to be paramount within Truestone.
Audit, Strategy, Implementation, Communication