The Corpad Group

What The Corpad Group does

The Corpad Group is a privately held UK financial services consultancy headquartered at Unit 4, The Antler Complex, Bruntcliffe Way, Leeds (LS27 0JG), operating through four integrated service divisions: pension administration and auto-enrolment, employee benefits, wealth management, and general insurance. The group traces its origins to 1993, when its pension administration management team began working together, and serves employers of all sizes across the United Kingdom via a face-to-face, consultative advisory model. Legally, the group comprises three wholly-owned subsidiaries — Corporate Pensions Administration Ltd (the primary data controller), Corpad Wealth Management Ltd (an Appointed Representative of FCA-authorised Holyoakes Group Ltd), and Corpad Employee Benefits — and a referral partnership with FCA-authorised Beresford I.B. Limited (FCA reference 616687, BIBA member) for general insurance.

The underlying technology is a modest stack: "industry-leading software" for pension administration supplemented by bespoke configuration for each client's requirements, an online Investment Portal providing 24/7 valuation and insight access for wealth clients, and a corporate website with service pages and adviser portals. The wealth management proposition is whole-of-market independent financial advice covering investments, ESG investing, pensions, retirement planning, estate planning, mortgages, equity release, life/health insurance and business services. The group is ISO 9001 accredited and holds approved BACS bureau status for pension payroll services.

Revenue is generated through a mix of professional services fees (pension scheme administration, employee benefits consulting), subscription/recurring advisory fees (wealth management on a fee-only, no-sales-incentive basis), and affiliate referrals (insurance introductions to Beresford). Three primary customer segments are targeted: UK employers (of all sizes), business owners and directors, and individual/personal clients. GTM is sales-led via direct consultative meetings and referrals, with no public pricing disclosed. No funding rounds, acquisitions, headcount or revenue figures are publicly available, and the company is privately held with no disclosed external ownership.

Name

The Corpad Group

Legal name

Corporate Pensions Administration Ltd

Website

https://corpadgroup.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

11–50 employees

Short description

The Corpad Group is a privately held UK financial services consultancy based in Leeds, operating four integrated divisions — pension administration, employee benefits, wealth management, and general insurance — to serve employers, business owners, and individuals across the United Kingdom.

Ownership category

akta.pro rank

Product category

Independent Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYFSAEAAAI

Family Office Advisory (Single/Multi-Family)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAAADAL

Family Business & Succession Advisory

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

Keywords

• Pension administration services
• Wealth management advisory
• Employee benefits consulting
• Independent financial advice
• Occupational pension schemes

Headquarters

HQ city

Leeds

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Wealth Management Advisory Fees: The company charges fair fees for financial advisory services. As Independent Financial Advisers, they review the whole of the market and provide recommendations appropriate for each client. No sales incentives are involved - they charge a fee for services ensuring they always act in the client's best interest.
2. Employee Benefits Consulting: Provides employee benefits solutions tailored to each employer's unique needs. Revenue generated through consulting fees for benefit package design, review, and ongoing administration.
3. Pension Administration Services: Provides cost-effective pensions administration services including scheme administration, trustee services, and auto-enrolment support. Services are flexible to meet different client support requirements.
4. Insurance Referrals: Introduces clients to Beresford I.B. Limited for general insurance needs. Beresford I.B. Limited is an independent insurance broker providing commercial and personal insurance coverage.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

The Corpad Group is a UK-based independent financial services consultancy delivering four core offerings: independent wealth management and personal financial planning, occupational pension administration and auto-enrolment, employee benefits solutions for employers, and general insurance brokerage (delivered via referral partner Beresford I.B. Limited). The group serves both UK employers of all sizes and individual clients, providing whole-of-market advisory with no sales incentives.

Product overview

The Corpad Group is a financial services consultancy comprising four core business divisions: Pension Administration and Auto Enrolment, Employee Benefits, Wealth Management, and General Insurance. The group operates as a unified consultancy providing independent advice to employers of all sizes throughout the UK. Initially established to administer larger occupational pension schemes, the company has expanded to offer wide-ranging advice and support covering business and personal financial arrangements. The four core services work together to provide coordinated advice: pension administration handles scheme management and compliance, employee benefits help attract and retain talent, wealth management provides holistic personal financial planning, and general insurance offers commercial and personal coverage through a regulated insurance broker partnership.

Differentiator

Problem solved

Functional benefit

Brands

• Corpad Wealth Management: Independent financial advisory services covering investments, pensions, retirement planning, estate planning, mortgages, equity release, life/health insurance, and business services.
• Corpad Pensions
• Corpad Employee Benefits

Products and services

• Wealth Management Independent financial advisory service covering personal financial planning, investment services, ESG investing, mortgages and equity release, pensions and retirement planning, estate planning, life and health insurance, and business services. Advisors review the whole of the market to provide tailored recommendations for UK individuals, business owners and directors.
• Pension Administration and Auto Enrolment Comprehensive pension administration services for occupational pension schemes including automatic enrolment support, scheme administration, and trustee services. Delivered under ISO 9001 accreditation and approved BACS bureau status for pension payroll services.
• Employee Benefits Comprehensive employee benefits solutions including benefit review, flexible benefits administration, lifestyle and discount programs, benefit design, pension scheme consultancy, and healthcare, protection and wellbeing services tailored to each UK employer's unique needs.
• General Insurance Commercial and personal insurance services delivered through partnership with Beresford I.B. Limited, independent FCA-authorised insurance brokers. Covers business insurance (liability, hospitality, engineering, manufacturing, cyber, directors and officers) and personal insurance (home, motor, travel, commercial vehicles) for UK clients.

Quantifiable outcome

• Cost-effective pensions administration within pre-agreed budgets
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• Beresford I.B. LimitedcoreChannel Partner/ Reseller/ DistributorIndependent insurance broker partnership where Corpad introduces clients to Beresford I.B. Limited for general insurance requirements. Beresford provides in-depth experience in dealing with UK and international clients and complex insurance and risk management issues. Services include commercial and personal insurance coverages. Beresford I.B. Limited is authorised and regulated by the Financial Conduct Authority (FCA reference 616687) and is a member of the British Insurance Brokers' Association.
• Holyoakes Group LtdcoreStrategic or Co-development PartnerCorpad Wealth Management Ltd is an Appointed Representative of Holyoakes Group Ltd, which is authorised and regulated by the Financial Conduct Authority. This regulatory partnership allows Corpad to operate as independent financial advisers within the FCA framework.

Scale indicators1 record

Recent moves1 record

Expansion highlights4 records

Broad incumbents

• St. James's Place: UK-listed wealth manager operating through a national adviser network. Comparable model to Corpad's adviser-led wealth management but at national scale with proprietary funds and a partner-aligned distribution model.
• Mercer: Global consulting leader in health, wealth, and career, with substantial UK pension administration and employee benefits practices. Broader incumbent offering the same service categories as Corpad but at global scale and across institutional and corporate segments.
• Aon: Global professional services firm with significant UK pension administration, employee benefits, and wealth management capabilities. Overlapping service portfolio with Corpad but serving enterprise and mid-market clients at much larger scale.
• Rathbones Group: UK-listed wealth manager providing investment management, financial planning, and advice services. Comparable to Corpad's wealth management arm but operating as a publicly listed national platform with discretionary and advisory offerings.
• Willis Towers Watson (WTW): Global advisory, broking, and solutions firm with major UK pension, benefits, and wealth practices. Comparable across all four Corpad service lines but operating at vastly greater scale and with international reach.
• Sanlam UK: UK wealth platform and adviser network offering investment, pension, and protection advice. Comparable to Corpad's wealth management and employee benefits lines, with ongoing consolidation activity in the UK IFA market.
• Brewin Dolphin (Royal Bank of Canada): UK wealth manager (now part of RBC Wealth Management) offering investment management and financial planning to private clients. Comparable to Corpad's HNW wealth management practice, though at materially greater scale with discretionary capability.

Direct peers

• XPS Pensions Group: UK specialist pension administration and consulting firm serving occupational schemes. Direct comparable to Corpad's pension administration and auto-enrolment business, with similar UK mid-market employer focus but at significantly greater scale.
• Barnett Waddingham: UK actuarial, pension administration, and employee benefits consultancy. Directly comparable across Corpad's pension admin and employee benefits divisions, with similar multi-service structure serving UK employers.

Emerging players

• AJ Bell: UK investment platform and SIPP/SSAS provider competing in the retail wealth and pension administration space. Represents the digital-platform direction that competes with Corpad's traditional face-to-face advisory and bespoke administration model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/corpad-employee-benefits-ltd

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Corpad Group