Succession Wealth Case Study - FlexGenius - Happy family walking

Case Study: Succession Wealth

Succession Wealth

Established in 2009, Succession Wealth is the UK’s leading independent wealth management and financial planning business. With over 20,000 individual clients, the business remains focused on helping meet its clients’ unique needs. The key goal is to help clients reach their full potential – as opposed to a one-size-fits-all offering.

Our client's ethos is to help every individual and business it serves, to reach its fullest financial potential. Partnering with Succession Wealth to upgrade its employee benefits offering, enabled us to extend that ethos to its employees.

succession wealth

A smooth, well received multi-benefits platform launch.


Succession Wealth.


77% engagement rate.

Project requirements

Previously, Succession Wealth's benefits offering was manual and paper-based. The team wanted a new digital benefits, rewards and recognition platform. One of the most important aspects was the flexibility to adapt the new offering for their team, without the rigmarole of change. They recognise the needs of their employees change over time, and so should the way they look after them.

Succession Wealth's project requirements - family walking

The process couldn’t have gone more smoothly because of all the support and management from our account manager.

 Charlotte Evans, Senior HR Advisor, Succession Wealth

The solution


We combined FlexGenius's rewards and Avantus Employee Benefits packages. This enables Succession Wealth to cherry-pick the services it feels are most useful for its workforce.

The project team selected the FlexGenius Rewards and Recognition package. This incorporates:

  • An incentive points-based scheme from management
  • A peer-to-peer recognition program
  • Company awards

We focus on delivering this as a personalised, client-branded platform because we know that creating a seamless end-user experience means better results.


Succession Wealth has seen a 77% engagement rate with its new combination benefits platform. Feedback from its team has included that the launch was easy and well received, with minimal issues.

FlexGenius could help boost your employee engagement with our flexible, digital platform.

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Success Wealth case study results - FlexGenius | Family potting plants