STEP (Society of Trust and Estate Practitioners)

To inspire confidence in families planning their assets across generations by setting high standards, informing public policy and promoting education.
Hidden mission statement
http://www.step.org

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The Society of Trust and Estate Practitioners (STEP) is a globally recognised professional association, providing guidance across generations. With its core values of community, collaboration, integrity, and continuous learning, STEP creates a dynamic environment that fosters diversity and inclusion. The organisation's commitment to these values is reflected in its Equity, Diversity and Inclusion (EDI) initiative, which seeks to tap into the richness of diverse experiences, insights, and perspectives.

STEP’s comprehensive total rewards package, including flexible working, a generous holiday allowance, and a volunteering day, speaks to its understanding of work-life balance and commitment to employee wellbeing. The benefits extend to a pension scheme with a generous matching system, life assurance, income protection insurance, and a comprehensive private medical care package. Additionally, employees have access to a range of wellbeing benefits, such as eye care, access to helplines and apps for physical and mental health, and resources to support financial wellbeing.

At STEP, professional development is not just encouraged, but actively supported. This is evident in the organisation's provision of study and training opportunities, sponsorship, and funding for membership of relevant professional bodies. By offering season ticket loans, STEP further demonstrates its commitment to easing the financial burdens faced by its employees.

In conclusion, STEP is not just a professional association, but a community that values its people, promoting a culture of respect, collaboration, integrity, and continuous learning.

A spotlight on

STEP (Society of Trust and Estate Practitioners)

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Featured Workplace Factors

Personal Growth

76% of staff agreed

The experience I gain from this job is valuable for my future

STEP champions continuous learning, providing study and training opportunities, and sponsoring relevant professional memberships, enhancing skills utilisation and creating advancement opportunities.
Fair Deal

69% of staff agreed

I am happy with the pay and benefits I receive in this job

STEP offers a competitive total rewards package, including pay, flexible working, and a generous holiday allowance, making employees feel valued and treated fairly.
Wellbeing

76% of staff agreed

I am happy with the balance between my work and home life

STEP prioritises employee wellbeing, offering comprehensive medical care, wellbeing benefits, and resources to support both physical and mental health, balancing work-life pressures effectively.
Personal Growth
%

76% of staff agreed

The experience I gain from this job is valuable for my future

STEP champions continuous learning, providing study and training opportunities, and sponsoring relevant professional memberships, enhancing skills utilisation and creating advancement opportunities.
Fair Deal
%

69% of staff agreed

I am happy with the pay and benefits I receive in this job

STEP offers a competitive total rewards package, including pay, flexible working, and a generous holiday allowance, making employees feel valued and treated fairly.
Personal Growth
%

76% of staff agreed

The experience I gain from this job is valuable for my future

STEP champions continuous learning, providing study and training opportunities, and sponsoring relevant professional memberships, enhancing skills utilisation and creating advancement opportunities.

Quick Facts

Organisation established in
1991
Total number of UK employees
Number of UK locations
40
Employee average age
28% : 72%
Male : Female employee ratio
65%
Employees earning £35k+
8%
Employee turnover (voluntary)
Quote from the top...
x

Mark Walley - CEO

Benefits

Long Service

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National Ranking
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92
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National Ranking
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92
Best Large Companies to work for in the UK
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92
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National Ranking
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92
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London
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Yorkshire & The Humber
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
Sector Ranking
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Best Companies to work for in the UK
National Position
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92
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Small
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Small
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Company to Work For in Yorkshire & The Humber
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Best
Company to Work For in the East Midlands
Regional Position
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Best
Company to Work For in the West Midlands
Sector Position
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19
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