New Auto-Enrolment Schemes for Clients

Award Winning Workplace Pensions

Award Winning Workplace Pensions

Help your clients set up a workplace pension that does more than just tick the regulatory boxes.

What’s changing?

As part of pension reform, auto-enrolment was introduced by the Department for Work and Pensions to help more people save for their retirement by having a workplace pension scheme. By 2018, millions of employers are expected to provide their employees with a qualifying workplace pension scheme.

Employers are looking for advice and support with the changes – which represents a huge opportunity for advisers like you.

Whether you have a client with an existing Standard Life scheme or a client looking for an auto-enrolment solution we have the experience to help you and your clients.

What we offer

Workplace pensions – supporting you

We’ve created an interactive guide with all the support you need for new and existing clients in one place.

Download the PDF guide which includes a host of campaign materials including email and letter templates for all types of clients and stages of their journey.  There are also posters to promote your member presentations and helpful hand-outs.

 

Award Winning Workplace Pensions Quick link to templates and source materials
Download our interactive guide PDF (1GB) Quick link to templates and source materials

Our solution at-a-glance

Benefits for you

  • We offer an industry-leading workplace pension – making it easy for employers to fulfil their auto-enrolment obligations
  • We offer flexible investment options
  • Our experts actively look for opportunities for investments in each workplace pension scheme to perform better than markets*
  • Dual advice options are available
  • Our fully online solution means  no paperwork
  • Our efficient online processes means that you can spend the minimum of time administering our solutions

Benefits for your clients

  • Employees can access interactive tools to help plan their future
  • Unlike some providers, we don’t restrict the way members can take their money at retirement
  • We will take care of all compulsory employee communications
  • We can help employers who have left it late or wish to plan early
  • Transparent pricing – a £100 employer monthly fee, and no one-off set up fee
  • Our solution is compatible with most major payroll systems

*Nobody can ever promise that funds will always go up in value, and there’s always a risk that they may be worth less than what was put in.

A provider you and your clients can trust

  • We actively manage investments by default
  • Unlike some providers, we don’t use a master trust – which means our workplace pension is better protected
  • We are regulated by the FCA and our workplace pension is covered by the FSCS
  • Our solutions provide greater flexibility and allow more creativity in investments
  • We have been awarded F&TRC Gold
  • And we have been voted Corporate Adviser’s Best GPP provider for three years running**
  • We’ve administered over 35,000 schemes to-date

**Corporate Adviser Awards 2016, 2015 and 2014

Handy documents to help you service your clients

Auto-enrolment adviser checklist

Our auto-enrolment checklist explains what needs to be done in order and where we can help.

Client report template

Our client report template can help you draft your client report to help you inform your client of their next steps.

How to request scheme terms and apply

Our helpful guide takes you through the steps for getting terms and applying.

Record keeping guide

To help your clients manage the data and communication requirements they need to meet.

Data exchange guide

To help your clients manage assessment and joining their employees to the scheme.