David has worked in the financial services industry for over 30 years…
…with particular focus on supporting businesses in ensuring that they have appropriate employee benefits, and that these benefits are delivered cost effectively and run smoothly.
David has worked for leading pension providers, blue chip banks and within regional consultancy firms building up huge experience supporting businesses of all shapes and sizes across various sectors.
David joined Citygate Consulting earlier this year having headed up the consulting teams at both Busy Bees and PIB following a spell at the award-winning Barclays, Corporate & Employer Solutions consultancy. David believes that providing great service is at the heart of any successful client relationship, backing this up with proven technical expertise.
David is qualified to advanced level with the Chartered Insurance Institute with respect to Pensions, Corporate Planning, Taxation and Trusts. He is also one of a small population of UK advisers who had passed both the Governance and Auto Enrolment examinations through the Pensions Management Institute.
How did the business get started?
In a nutshell, a chance meeting between a wealth manager and an employee benefits consultant revealed shared values in ensuring that clients are at the centre everything we do. We really value our client relationships and in the current employee benefits market, which is seeing consolidation of advisory firms, you get the feeling that sometimes the client relationship might be more of an afterthought.
The chance meeting has led to the founding of The Benefits Lab, a trading style of Citygate Consulting and a one-stop consultancy to support all employee benefits requirements.
How would I start the process of working with The Benefits Lab?
It all starts with a chat, on the phone, online or face-to-face – we are flexible.
We are friendly, approachable, experienced and knowledgeable. We think our product range helps us provide support as a “one-stop” consultancy.
We consult with employers to support them in finding the right benefits formula for their organisation thereby helping recruitment, retention, employee motivation and engaging the workforce.
We try and identify any workforce issues the organisation is experiencing and suggest solutions based on the employee demographic and a whole of market approach to sourcing benefits. Sometimes it’s just a case of helping an employer more effectively promote existing benefits to drive up knowledge and usage.
Where possible we’ll try and agree a success metric with the employer to help validate the return on investment.