Sorry. You need to upgrade your browser

You are using Internet Explorer 8

This is considered an out of date browser. This website has been developed with modern browsers in mind to allow it to display at its best in a wide variety of viewing situations - including mobile viewing. But we haven't supported older browsers like IE8. Please upgrade to the latest version of Internet Explorer - or try Mozilla Firefox or Google Chrome. Both are excellent browsers.

Thank you.

Chartered Financial Planners

Chartered Financial Planners - Independent

Tel: 01332 416585

Chartered Financial Planners

Chartered Financial Planners - Independent

Tel: 01332 416585

How can we help

We can provide advice and support for a company at each stage of the process.4

Pre-Implementation Report

For a fixed fee, we can prepare a report that will detail your responsibilities and action points, and form a solid base for implementing a work based scheme at your company.

What we will include:

  • A comprehensive report setting out all of the duties and responsibilities of the employer in preparation for Auto Enrolment.
  • Guidance on member participation rules.
  • Assistance on the various contribution levels/bases that may be used.
  • Guidance on postponement and where this might be appropriate for consideration by you.
  • A comprehensive review of any existing pension arrangements to check their suitability for Auto Enrolment or to identify any changes needed.
  • Options for a new qualifying scheme.
  • A review of Salary Exchange.
  • Scheme Certfification

Scheme Implementation

  • Set up the new scheme with the relevant provider.
  • Set up payment and contribution route with your payroll department.
  • Enrol all new members into scheme.
  • Distribute new member packs.
  • Complete applications and forward to provider.
  • Default investment strategy for members – automated asset allocation.
  • Assist with the registration of your Auto Enrolment scheme with the Pensions Regulator.
  • Confirm the employee data you will need to provide to the pension scheme provider.
  • Additional workforce communications
  • Liaison with payroll
  • Assist with the automatic enrolment of qualifying staff
  • Assist with the collection of contributions and making payments to the pension scheme provider

Contact Alphas IFS to book your company pension planning review.

What our customers say

Quote

Ginny is friendly and always very efficient, always brings my investment portfolio with her when she visits. She is a good listener and provides the information I need without trying to steer me to other products and services I do not require.

Quote

Michael, Derbyshire