Its not going to go away and will be here for the long-term so get it right from the start to ensure it doesn’t cost you wasted time and money in the future.

  • Do you have up to 61 employees but no pension plan in place at your company? If so then you need to have a plan in place before your staging date or risk being fined, although we are sure you know this already. 

  • Do you think it will be a simple exercise that you can pass on to your payroll department or HR to get on with? Sure they can look into it and then offer a solution to the company but are they investment experts, financial advisors, or compliance managers. More importantly can they do all of this in a cost effective way that will save the company time and money. See here for the DIY tips to Auto-Enrolment

  • This whole exercise is going to cost time and money that you are just not interested in having to deal with in the current climate. Inevitably there will be costs to setting up a company pension, or changing an existing company scheme to comply with the current legislation. The saving grace is that we often find that this whole process is usually a cost saving exercise as we can usually reduce costs from existing schemes or offer costs spread over a period which will be very manageable to companies, are sole aim is to make this easier and cheaper than if you did it yourself and if we can’t do that its not worth doing.



Our Solution/Approach

  • Factfind and research, this involves understanding your requirements and those of your employees so that we can offer the most appropriate solution

  • Design, we will design a be-spoke system that will seamlessly integrate with your current payroll or HR system.

  • Implementation, we will use our expertise to set up a system that bolts on to any current payroll or HR system you may have to ensure simplification of the process.

  • Engage with workforce, we can offer one-to-one guidance to individuals who may want to understand where to invest and we can set up a dedicated phone-line for all employees to answer questions and queries on an on-going basis.

  • Compliant – We will make sure your scheme is compliant and matches any regulatory changes, keeping hold of all records and data that can be scrutinised at any point.





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