Compare support packages  

FULL SUPPORT 

Advice on which contribution method : 
There are 4 main methods in which you can choose to calculate your basis of contributions. We will Analise your payroll data and advise you on the most cost effective method for your business. 
Face to face pension recommendation meeting : 
After our Independent research we will present our findings to management with reasons for our recommendations and backup research files. 
 
The research report and recommendation on the next steps. 
Further predicted impact o auto-enrolment based on the company fact find and pension scheme information. 
Details of the scheme and its design. 
The start date of your new scheme. 
Draft communications and agree time frames. 
Support and advice on any existing pension schemes and your options. 
Setting up the pension scheme & portal 
Complete application form for new scheme 
Assist with setup of online employer portal. 
Introduction between provider/employer ensuring all future admin procedures clear. 
Default fund and scheme favourite setup. 
Ongoing employer portal support : 
Proactive support to set up portal correctly. 
Responsive support to queries raised regarding using the portal. 
Ensure initial premium collection and payroll uploads work smoothly and prcedures in place for efficient processing. 
Member communications : 
Prepare – 
Announcement to all potential scheme members introducing scheme. 
Notes on scheme fund choices available and risk profiles if applicable. 
Scheme booklet – providing more details of scheme, and choices available. 
Poster campaign if available from the provider. 
Establish member support contact with provider. 
Generic illustrations of potential benefits if available from the provider. 
Arrange 2 back to back employee presentations introducing the pension scheme, provide handouts and answer questions by employees. 
Act as point of contact for any ongoing advice. 
Auto enrolment project management : 
Provide proactive support to the employer to ensure compliance by project managing the process for all aspects of automatic enrolment including: 
 
Stage 1 : Now 
Officially confirm staging date and produce initial assessment report if needed. 
Agree and register point of contact with The Pension Regulator. We can be your point of contact. 
Stage 2 : Between now and staging 
Initial assessment of your workforce. 
Review your current pension arrangements. 
Communicate the changes to all your workers. 
Identify how you will carry out the processes required to ongoing comply with the automatic enrolment rules. 
Identify and help setup the software for carrying out your ongoing assessments. 
Keep you aware of auto enrolment legislation and your ongoing obligations. 
Stage 3 : At staging 
Checking you are ready to automatically enrol eligible workers into a compliant pension scheme. 
Assist with registering pension scheme and completing the Declaration of Compliance to Pension Regulator in legal timeframe. 
Ensure you know how to make payments to the pension provider. 
Check you know how and have a process to comply with ongoing duties. 
 
The detail – Ongoing : 
It is your responsibility to make sure the pension scheme continues to deliver good results for your workers’ retirement savings. 
 
The Pension Regulator states: 
You need to review your scheme either formally or informally. 
Think about if the scheme is still relevant to you and your staff. 
Are you identifying any early problems 
Are the employees getting value for money. 
 
 
There are a number of benefits for you and your workers if you take a more active role in your scheme by implementing our annual review service. 
These include: 
Early identification of admin problems. 
Better value for money. 
Improved employee engagement and awareness of employer contributions. 
Improved member understanding of their retirement savings. 
Happier workforce. 
Renegotiating terms : 
We would endeavour to renegotiate improved terms from your pension provider each year. 
Annual management review : 
Face to face annual management review to ensure your scheme is continuing to deliver good outcomes. See appendix of key areas. 
Annual employee presentation/update 
2 employee back to back annual presentations to employees giving a general update on the pension performance including handouts, ensuring that your workers are kept informed and engaged with the pension scheme. Extra £20/month if needed 
These presentations can also be used to introduce the scheme to new workers and as a reminder of the benefits of pension contributions to the existing members. 
Employer support : 
Assistance as required with using the pension portal; answering any queries the employer may have with regards to auto enrolment and their workplace pension scheme. 
Employee support : 
We are here to support your employees understand auto enrolment and how it affects them, answering any queries they may have via noticeboard announcements, email, telephone and meeting support where appropriate. 
Certification support : 
If your scheme payment structure is not on a qualifying earnings basis, you will need to self-certify the contributions meet the minimum statutory contributions at least once every 18 months. 
We will provide you support in your mandatory triennial Re-Enrolment process. 

MEDIUM SUPPORT 

Advice on which contribution method : 
 
Same as Full Support 
Face to face pension recommendation meeting : 
 
Same as Full Support 
Setting up the pension scheme & portal : 
 
Same as Full Support 
Ongoing employer portal support : 
 
Responsive support to queries raised regarding using the portal only. 
Member communications : 
 
Announcement to all potential scheme members introducing scheme. 
 
All other areas are a shared responsibility. 
Arrange and host 1 employee presentation. 
 
Act as point of contact for any ongoing advice. 
Auto enrolment project management : 
 
 
We will provide a light supporting role only. 
 
No proactive project management. 
 
 
 
Same as Full Support 
 
Same as Full Support 
 
Software identification & how it will integrate with your business and processes is your responsibility. 
 
 
 
This is all your responsibility. 
The detail – Ongoing : 
 
Same as Full Support 
Renegotiating terms : 
 
This is your responsibility. 
We can provide you all this support for an extra cost 
Annual management review : 
 
Same as Full Support 
Annual employee presentation/update 
 
Arrange & host 1 employee presentation. 
 
Same as Full Support. Extra £10/month if needed 
Employer support : 
 
Same as Full Support 
Employee support : 
 
Same as Full Support 
Certification support : 
 
Same as Full Support 

LIGHT SUPPORT 

Advice on which contribution method : 
 
Same as Full Support 
Face to face pension recommendation meeting : 
 
Same as Full Support 
Setting up the pension scheme & portal : 
 
Same as Full Support 
but It is your responsibility to set up your portal. 
Ongoing employer portal support : 
 
This is all your responsibility. 
Member communications : 
 
This is all your responsibility. 
No presentation 
This is all your responsibility. 
 
We can provide you all this support for an extra cost 
Auto enrolment project management : 
 
 
 
 
This is all your responsibility. 
 
 
 
This is all your responsibility. 
 
 
 
This is all your responsibility. 
 
 
 
This is all your responsibility. 
The detail – Ongoing : 
 
Same as Full Support 
Renegotiating terms : 
 
This is all your responsibility. 
We can provide you all this support for an extra cost 
Annual management review : 
 
No face to face meeting 
Report emailed 
Annual employee presentation/update 
 
No presentation 
This is all your responsibility. 
 
We can provide you all this support for an extra cost 
Employer support : 
 
Same as Full Support 
Employee support : 
 
Same as Full Support 
Certification support : 
 
This is all your responsibility. 

FULL SUPPORT 

Advice on which contribution method : 
There are 4 main methods in which you can choose to calculate your basis of contributions. We will Analise your payroll data and advise you on the most cost effective method for your business. 
Face to face pension recommendation meeting : 
After our Independent research we will present our findings to management with reasons for our recommendations and backup research files. 
 
The research report and recommendation on the next steps. 
Further predicted impact o auto-enrolment based on the company fact find and pension scheme information. 
Details of the scheme and its design. 
The start date of your new scheme. 
Draft communications and agree time frames. 
Support and advice on any existing pension schemes and your options. 
Setting up the pension scheme & portal 
Complete application form for new scheme 
Assist with setup of online employer portal. 
Introduction between provider/employer ensuring all future admin procedures clear. 
Default fund and scheme favourite setup. 
Ongoing employer portal support : 
Proactive support to etup portal correctly. 
Responsive support to queries raised regarding using the portal. 
Ensure initial premium collection and payroll uploads work smoothly and prcedures in place for efficient processing. 
Member communications : 
Prepare – 
Announcement to all potential scheme members introducing scheme. 
Notes on scheme fund choices available and risk profiles if applicable. 
Scheme booklet – providing more details of scheme, and choices available. 
Poster campaign if available from the provider. 
Establish member support contact with provider. 
Generic illustrations of potential benefits if available from the provider. 
Arrange 2 back to back employee presentations introducing the pension scheme, provide handouts and answer questions by employees. 
Act as point of contact for any ongoing advice. 
Auto enrolment project management : 
Provide the employer with access to our online project tracking software, enabling the employer to see how we are progressing with their project to successful implementation. 
Provide proactive support to the employer to ensure compliance by project managing the process for all aspects of automatic enrolment including: 
 
Stage 1 : Now 
Officially confirm staging date and produce initial assessment report if needed. 
Agree and register point of contact with The Pension Regulator. We can be your point of contact. 
Stage 2 : Between now and staging 
Initial assessment of your workforce. 
Review your current pension arrangements. 
Communicate the changes to all your workers. 
Identify how you will carry out the processes required to ongoing comply with the automatic enrolment rules. 
Identify and help setup the software for carrying out your ongoing assessments. 
Keep you aware of auto enrolment legislation and your ongoing obligations. 
Stage 3 : At staging 
Checking you are ready to automatically enrol eligible workers into a compliant pension scheme. 
Assist with registering pension scheme and completing the Declaration of Compliance to Pension Regulator in legal timeframe. 
Ensure you know how to make payments to the pension provider. 
Check you know how and have a process to comply with ongoing duties. 
 
The detail – Ongoing : 
It is your responsibility to make sure the pension scheme continues to deliver good results for your workers’ retirement savings. 
 
The Pension Regulator states: 
You need to review your scheme 
either formally or informally. 
Think about if the scheme is still 
relevant to you and your staff. 
Are you identifying any early problems 
Are the employees getting value for money. 
 
 
There are a number of benefits for you and your workers if you take a more active role in your scheme by implementing our annual review service. 
These include: 
Early identification of admin problems. 
Better value for money. 
Improved employee engagement and awareness of employer contributions. 
Improved member understanding of their retirement savings. 
Happier workforce. 
Renegotiating terms : 
We would endeavour to renegotiate improved terms from your pension provider each year. 
Annual management review : 
Face to face annual management review to ensure your scheme is continuing to deliver good outcomes. See appendix of key areas. 
Annual employee presentation/update 
2 employee back to back annual presentations to employees giving a general update on the pension performance including handouts, ensuring that your workers are kept informed and engaged with the pension scheme. 
These presentations can also be used to introduce the scheme to new workers and as a reminder of the benefits of pension contributions to the existing members. 
Employer support : 
Assistance as required with using the pension portal; answering any queries the employer may have with regards to auto enrolment and their workplace pension scheme. 
Employee support : 
We are here to support your employees understand auto enrolment and how it affects them, answering any queries they may have via noticeboard announcements, email, telephone and meeting support where appropriate. 
Certification support : 
If your scheme payment structure is not on a qualifying earnings basis, you will need to self-certify the contributions meet the minimum statutory contributions at least once every 18 months. 
Every 3 years you will need to complete a declaration of compliance on your automatic enrolment duties continuing. 

MEDIUM SUPPORT 

Advice on which contribution method : 
 
Same as Full Support 
Face to face pension recommendation meeting : 
 
Same as Full Support 
Setting up the pension scheme & portal : 
 
Same as Full Support 
Ongoing employer portal support : 
 
Responsive support to queries raised regarding using the portal only. 
Member communications : 
 
Announcement to all potential scheme members introducing scheme. 
 
All other areas are a shared responsibility. 
Arrange and host 1 employee presentation. 
 
Act as point of contact for any ongoing advice. 
Auto enrolment project management : 
 
 
No access to project tracking software. 
 
We will provide a light supporting role only. 
 
No proactive project management. 
Same as Full Support 
Same as Full Support 
 
Software identification & how it will integrate with your business and processes is your responsibility. 
This is all your responsibility. 
The detail – Ongoing : 
 
Same as Full Support 
Renegotiating terms : 
 
Same as full Support 
Annual management review : 
 
Same as Full Support 
Annual employee presentation/update 
 
Arrange & host 1 employee presentation. 
 
Same as Full Support 
Employer support : 
 
Same as Full Support 
Employee support : 
 
Same as Full Support 
Certification support : 
 
Same as Full Support 

LIGHT SUPPORT 

Advice on which contribution method : 
 
Same as Full Support 
Face to face pension recommendation meeting : 
 
Same as Full Support 
Setting up the pension scheme & portal : 
 
Same as Full Support 
but It is your responsibility to set up your portal. 
Ongoing employer portal support : 
 
This is all your responsibility. 
Member communications : 
 
This is all your responsibility. 
No presentation 
This is all your responsibility. 
 
We can provide you all this support for an extra cost 
Auto enrolment project management : 
 
 
This is all your responsibility. 
This is all your responsibility. 
This is all your responsibility. 
This is all your responsibility. 
The detail – Ongoing : 
 
Same as Full Support 
Renegotiating terms : 
 
This is all your responsibility. 
We can provide you all this support for an extra cost 
Annual management review : 
 
No face to face meeting 
Report emailed 
Annual employee presentation/update 
 
No presentation 
This is all your responsibility. 
 
We can provide you all this support for an extra cost 
Employer support : 
 
Same as Full Support 
Employee support : 
 
This is all your responsibility. 
Certification support : 
 
This is all your responsibility. 
Tailor make your own support package 
If our Medium or Light Support packages do not completely suit what you require for your business, simply add in the extra support where needed. 
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