it’s about you: we offer bespoke financial services, tailored to the needs and situation of each client

it's about you

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Automatic Enrolment

Automatic Enrolment: Advice, Support and Education

Help employers to:

Understand (the situation: their duties and responsibilities)

Design (their specific approach)

Implement (what they have designed)

Run (day to day running of their strategy)

Review? (optional but to make sure things are going well and are up to date – audit trail)

Some of the Consultancy Services on offer:

Provider Selection including default fund (formal report – providing an employer with an audit trail: what they are doing and why they are doing it)

Employee communication and engagement (extra communications, face to face meetings, group presentations) – tailored to an employer’s specific budget and requirements

What next?

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    Areas of concern

    Workplace PensionsAutomatic EnrolmentProtection (Life/Health)WellbeingDrawing Benefits (Pension Freedom)Employee Education & EngagementOther

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