Lorica Services

• Lorica can trace its roots back to 1990 and the formation of Health for

Industry

• Independently owned

• Approximately 1,200 corporate clients, over 3,000 individual clients

• Multi award winning

• Many long standing corporate accounts and long serving employees

• Full employee benefits and wealth management proposition

Lorica Overview

• Lorica covers every aspect of your Employee Benefits requirements

• Each of our clients, regardless of size, receives an expert and

individual service

• Innovative, creative proposition

• Each of our specialist divisions work closely together to achieve a

harmonised employee benefits solution for your organisation

• Fresh approach to exceed client needs and expectations

• Help clients attain employee engagement, motivation & enhanced

culture

• Our service is supported by a unique proposition, and exceptional

portfolio of products and providers

Key Message

• Cube Online Benefits Platform

• Cube Uno for smaller organisations

• Benefit Package Design and Implementation

• Benefit Brand Creation

• Salary Sacrifice Schemes

• Online Benefit Selection and Delivery

• Total Reward Statements

• Voluntary Benefits

Flexible Benefits

• Corporate Pension Solutions

• Pension Salary Sacrifice

• Installation, Management and Administration of Group Schemes

• Independent Financial Advice

• Final Salary Schemes

• Actuarial and Risk Management

Corporate Pension

• Private Medical Insurance

• Dental Insurance

• Cash Plans

• Occupational Healthcare

• Lifestyle and Health Screening

• Employee Assistance Programmes

• Critical Illness Cover

• Group Income Protection

• Life Assurance

• Risk Claims Management

Health, Risk and Wellbeing Consulting

• Total Reward Statements

• Surveys

• Education

• Interactive tools

• Employee Communication, to deliver:

– Enhanced Culture

– Increased Performance

– Motivation

– Engagement

Benefit and Reward Consulting

• Workplace Employee Financial Education

• Workplace Financial Education programmes

• Seminar Modules may include

– General Financial Awareness

– Longer Term Income Planning

– Pre-Retirement Planning and Annuity Solutions

– Share scheme / Bonus maximisation

– Executive Financial Awareness

– Redundancy Awareness

– Pension planning

• Educate, Listen, Advise and Support our expertise in action

Employee Financial Education

Corporate Adviser Awards 2009Winner - Group Income Protection Adviser of the YearHighly Commended - Best Training & Professional Development

Money Marketing Awards 2009Finalist – Best Training & Professional Development

Corporate Adviser Awards 2010Highly commended – Healthcare Adviser of the YearHighly commended – Firm of the Year 2010

Awards

Corporate Adviser Awards 2011Finalist – Healthcare Adviser of the YearFinalist– Firm of the Year 2010Finalist – Pensions Adviser of the Year

Employee Benefits Awards 2011Finalist – Benefits Team of the YearFinalist – Most effective communications strategyFinalist – Most effective benefits strategy

E-Excellence ratings 2010Awarded eee rating by Corporate Adviser for Benefits platform