Many businesses are overpaying for benefits or offering perks that employees don’t fully value.
Our Smart Benefits Review and Audit packages provide a fast, effective way to ensure your benefits strategy is cost-efficient,
engaging, and aligned with business goals.
We have one rapid low cost review and one in depth audit options depending on you business need.
£995 (+VAT) Deep-Dive Strategic Review
A fresh perspective – and a proper plan.
The Benefits Optimisation Review is a deep-dive look at what you’ve already got, what’s working (and what’s not), and how to make it better.
We’ll cut through the noise, uncover potential savings, and build a clear, strategic roadmap that reflects your culture – and actually gets used by your team.
Ideal for: Values-led businesses that want visibility of what they’re offering, where they might be overspending, and how to make their benefits more inclusive, engaging, and cost-effective.
What’s Included?
✔️ 1-hour discovery call – To understand your current offering, business goals, employee needs, and any existing concerns
✔️ Benefits visibility audit – A full view of all your current benefits – including any free or bundled features you may not be aware of
✔️ Cost efficiency review – Highlighting potential savings, underused benefits, and missed value from existing providers
✔️ Employeee engagement analysis – Identifying what’s being used, what’s valued, and where the gaps are
✔️ Market benchmarking – See how your offer stacks up against other employers
✔️ Communications review – Identifying ways to improve awareness and uptake of benefits.
✔️ Detailed Action Plan (5-7 pages PDF):
Cost-saving and value-maximising recommendations
A clear roadmap to make your benefits more inclusive and impactful
Practical steps to improve communication and engagement
✔️ 1-hour post-review strategy session – Walkthrough of findings, tailored recommendations, & next steps
The result Clarity, control, and confidence. You’ll know exactly what you’re offering, what’s working (and what’s not), and how to move forward with purpose – without unnecessary spend.
Phase 1 - Illuminate -Review & Audit
Overview
The Benefits Audit evaluates your current package against market trends, offering actionable insights for improvements.
What's Included
✔️ Audit of Existing Offering: A detailed review of the current benefits, including providers, brokers, costs, utilisation and communications.
✔️ Benchmarking: Comparison against market data to assess competitiveness, market practice and legislative requirements.
✔️ Analysis Report: Highlighting gaps in coverage, improvement opportunities and potential business risks.
Phase 2 - Glow - Strategy
Overview
Glow focuses on crafting a tailored benefits strategy that resonates with the company's core values and engages employees.
What's Included
✔️ Unique Benefits Strategy: A bespoke strategy that aligns to the organisational culture, values and employee’s needs.
✔️ Detailed Recommendations: Suggested improvements, complete with indicative costings.
✔️ Roadmap for Implementation: Clear actionable seps to ensure smooth execution.
Phase 3 - Shine - Implementation
Overview
Taking the changes from roadmap to reality and putting the plans into action.
What's Included
✔️ Implementation Support: Project Management for rolling out the Refreshed benefits.
✔️ Process Redesign: Optimising processes for HR, Payroll and Employees.
✔️ Tailored Communications: Comprehensive guides and information aligned with company branding.
✔️ Ongoing Support: Ensuring a smooth transition to the new package.
These reviews will identify:
✔️ Cost savings – Areas to save money without reducing cover – typically around 10% of budget
✔️ Benchmarking to competitors – See how your benefits compare to industry standards and areas for improvement.
✔️ Ways to better utilise benefits – Understand the current benefits (including free-of-charge options) and maximise their usage.
✔️ Communication strategies – Improve awareness and engagement with existing benefits.
✔️ Simple actionable changes – Quick wins that enhance both cost-efficiency and employee satisfaction.
Let’s make your benefits work for you. Get in touch here to discuss how we can support your business.