Intermediaries support: Helping you deliver Healix Healthcare Trusts
At Healix, we empower intermediaries to offer their clients bespoke healthcare solutions through flexible and cost-effective trusts. This page provides everything you need to know about Healix Healthcare Trusts, from setup guidance and reporting to troubleshooting support. Let us help you confidently promote healthcare trusts to your clients.
Why choose Healix for healthcare trusts?
Bespoke solutions
Tailored benefits packages designed to meet specific client and employee needs.
Cost-effective
Tax-efficient, flexible trusts that maximise value and control.
Clinically led
All claims are handled by a specialist, clinically led team, ensuring expert care and management.
Trusted partner
Backed by years of experience in corporate healthcare, we’re committed to supporting you and your clients every step of the way.
Step-by-step setup guide
Supporting you every step of the way
We’ve simplified the process for you to guide your clients through setting up a healthcare trust.
For Healix Fix
- Discuss your client’s needs and objectives.
- Provide HMRC-compliant documentation and assist with completion.
- Tailor a benefits package and communicate it to employees.
- Let Healix handle administration, claims, and reporting.
For Healix Flex
- Collaborate with Healix to assess your client’s needs.
- Engage legal advisors to draft trust documentation.
- Customise benefits and appoint trustees.
- Oversee the implementation with ongoing Healix support.
Products we offer
Multi-Employer Trusts
Healix Fix, or Multi-Employer Trust, is an ideal entry point for businesses new to healthcare trusts, offering cost-effective, tax-efficient benefits while sharing risk across a pool of employers.
Corporate Healthcare Trusts
Healix Flex, or Corporate Healthcare Trust, is a bespoke, standalone trust that gives businesses complete flexibility and control over their healthcare budgets, including customisable benefit structures.
ConneX
Healix ConneX is an app-based healthcare solution providing quick, affordable access to private treatments for common work-related illnesses, supporting a healthier, more productive workforce.
Governance and reporting
Transparency and compliance are at the heart of Healix Healthcare Trusts.
- Comprehensive reporting: Access detailed reports on claims, fund utilisation, and healthcare trends.
- Governance support: Ensure clients meet all legal and regulatory requirements with our HMRC-compliant processes and trustee services.
Resources and contact information
We’re here to help you succeed. Explore our range of marketing materials, case studies, and guides to enhance your client presentations.
Troubleshooting and administrative support
Common challenges intermediaries face
- Client education: Clear resources to help explain trusts effectively.
- High claims volume: Clinically led teams manage claims to alleviate client concerns.
- Compliance queries: Governance materials to ensure your clients are fully informed and compliant.
FAQs
Answering your clients’ questions
How do trusts benefit smaller businesses?
Smaller organisations can benefit from Healix Flex, offering an affordable, HMRC-compliant solution without the complexity of setting up a bespoke, standalone trust.
What happens if a client’s fund is exceeded?
Stop-loss protection ensures all excess claims are covered, safeguarding your client’s financial interests.
Can surplus funds be carried forward?
Yes, unspent funds remain in the fund and can be reinvested in future healthcare initiatives.
How does Healix handle complex claims?
Our clinically led team ensures high-cost or complex cases are managed efficiently assigning members to a nurse, providing expert care every step of the way.
How can we help?
If you have a challenge you need to address, contact us below.
