Auto-enrolment Services for Financial Advisers

Financial Advisers

The ideal auto enrolment solution for Financial
Advisers

It does not matter if you are dealing with an employer client enrolling employees for the first time, managing the cyclic tri-annual re-enrolment, or helping an employer thinking of changing pension provider. Our highly experienced support can truly make this a painless experience for you and the employer. Think of AutoEnrollMe as another member of your team able to talk on your behalf directly with your client and payroll agent whether internal or outsourced, regardless of payroll system in use.

AutoEnrollMe is experienced in helping advisers to implement a practical and cost-effective workplace pension solution. Our support team has gained an enviable reputation in leading the implementation of this solution, we understand as an Adviser you need to be able to see all your workplace pension schemes in one place. Our Adviser Portal was designed with this in mind while also ensuring that scheme and member information is delivered to you in real time refreshed by pay period. With one secure login, you are in the driving seat with 24/7 access to any employer or employee user linked to your advice.

The AutoEnrollMe portals provide the solutions. We help you to select the right pension provider based on cost, functionality, and service. We understand every employer has different needs and through our experience, we have learned what works and what doesn’t.

Our system supports all major Pension Providers active in the automatic enrolment market:

  • Intelligent Money
  • Peoples Pension
  • Legal & General
  • AVIVA
  • NEST
  • Other? – speak to us we are happy to help

All this is led by our very experienced and friendly onboarding and processing team. We believe people need to speak to people which is why users speak so highly of our support team and service.

The AutoEnrollMe Portals include all the elements needed to provide a smooth-running, compliant auto enrolment solution to your clients delivering a good pension outcome for employees from leading pension providers while maintaining employer compliance records in our secure cloud by pay period.

As you will be aware The Pension Regulator (TPR) is now making compliance enforcement visits to employers and their agents locally our compliance record keeping means you can rest easy knowing you have our support in case of a compliance visit.

What is included?

Pre Onboarding Guidance

Employer Portal sign up
Pension settings
Payroll configuration support
Pension creation  ✓
Payroll Agent guidance & support
Adviser guidance & support
Test file handling
Data cleansing

 Ongoing Support Services

Automatic or Manual payroll import
Statutory Employee letters
Postponement & deferment
Automatic Enrolment
Opt-out and Opt-in guidance & support
Contribution validation & error correction
TPR guidance & record keeping
On-going support & three year re-enrolment

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