Benefits to Finance Directors

Auto Enrolment Pension Benefits to Financial Advisers

Financial advisers tell us they face the following problems with managing and setting up an auto enrolment pension:

  • Their business owner clients and accountancy connections expect them to handle auto enrolment. They may not want to.
  • The fees they can charge are less than they would charge a private client, making auto enrolment a poor use of time.
  • The risk of getting things wrong is high; especially if they are unaccustomed to auto enrolment. To the outside world, pensions and auto enrolment are the same; in reality they are like rugby and football – both ball sports but very different rules.
  • If they do not get involved, they risk losing a client or accountancy connection if another adviser does get involved.

Does this sound like you? We address these issues like this:

  • Advisers can refer their clients to us with no hassle and a no cross sale agreement.
  • We can identify if the workforce contains individual employees or directors who need advice. If they would make suitable private clients for the adviser we refer them back.
  • We take over the whole auto enrolment project – and we have years of experience of doing so.
  • We ensure the client or accountancy connection knows that we are the auto enrolment service provider only; the financial adviser is still in place for all other needs.

Contact us now to discuss your client’s auto enrolment needs and find out how we can work together.

Cost Modelling

‘We can help employers plan for the cost impact of auto enrolment, both now and in the future. Our cost modelling tool takes into account payroll data along with envisaged opt out rates and legislative increases in contribution levels to give a complete picture. We can also use the cost modelling to illustrate ways we can make our service cost neutral to employers. Contact us now to find out how’.

Employee Support

‘Naturally, employees will have lots of questions about auto enrolment and workplace pensions. Our plain English ‘Frequently Asked Questions’ document is popular with our clients and is issued free of charge at the appropriate time in your project. Telephone and web based support is also included, as time spent finding the answers to employee’s questions can otherwise lead to an impact on work time and productivity’.


‘Payroll is a pivotal part of auto enrolment and it is vital to your business that the payroll cycle is not broken due to your workplace pension duties. We will help you make the most of the existing functionality you already have within your payroll software so that payday is business as usual at your company’.

Assess Current Schemes

‘If you have an existing workplace pension, here are two things you might not expect; firstly, it may not be suitable for auto enrolment. Secondly, your existing pension provider may not want to accept your employees who are not currently in the pension. We can assess your existing schemes efficiently and robustly so that you get the best outcome’.