Benefits Reviews & Audits

 

Optimise Your Benefits

 

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.

 
Benefits Optimisation Review

 

£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.

 

Bespoke In Depth Benefits Audit
 

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. 

 

Results

 

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.