Resource Library


Independent Schools Brochure

Download our independent schools brochure to find out more about how we work with independent schools to provide investment advice for their institution’s endowment.


Broadstone’s new Guide to Establishing a Health Trust

The Health Trust market has growth significantly since 2010, and now accounts for 1/3rd of the company funded healthcare market. That’s why Broadstone has launched our Guide to Establishing a Health Trust, to take away the complexity and guide our clients through the process step by step, empowering our clients to decide if a Health Trust is the right solution for them.


Employee Benefits Survey

The mass transition to hybrid working, a cost-of-living crisis, a public healthcare system on its knees and a national shortage of healthy, productive employees are all the result of unprecedent events. Broadstone’s inaugural Employee Benefits Survey seeks to better understand the decisions and priorities UK employers are currently making in relation to their employee benefits.


Employers and the health of the nation

The health and healthcare landscape in the UK has changed irrevocably since the pandemic. Waiting lists are soaring and patients are struggling to access the treatment they require as quickly as they need it. Our Market Report looks in detail at the pressures on our public health system and how these are now impacting employers, insurers and private healthcare providers.

EBC Brochure

Employee Benefits Brochure

Download our employee benefits brochure for a comprehensive overview of our full range of services we offer to employers.


Flexcel Benefits Flyer

Download our Flexcel benefits flyer to find out more about our employee benefits technology platform.

Employee Benefits for Startups

UK Startup Guide

Are you starting up in the UK? Our helpful guide provides all you need to know about setting up employee benefits for your people.


Online Services Brochure

Download our brochure to find out how to bring your pension scheme online in a straightforward and cost effective manner.

FM oversight

Fiduciary Management Oversight

Delegating investment powers to a fiduciary manager can be an effective governance solution allowing more trustee time to focus on the important strategic considerations. Download our brochure to find out more.


Investment consulting services

Download our brochure to find out how we work with Trustees and sponsors to help them with all aspects of their investment strategy.

Employee Engagement

Employee Engagement Brochure

Having a highly engaged workforce doesn’t just create a happier working environment; it delivers multiple benefits to both the business and to employees. Download our brochure to find out what we believe are the five key steps you can take to build effective engagement with your employees.

SM&RT Insure

SM&RT Insure Brochure

Demand for insurance buy-in and buy-out transactions is increasing rapidly. SM&RT Insure is a specialist service from Broadstone, offering a streamlined approach to settling DB pension scheme liabilities quickly and cost-effectively.

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