Salary sacrifice

Exploring potential NI savings made by introducing a pension salary sacrifice arrangement.

Default Investment Fund

Tailoring investment options post AE to the differing needs of staff within a SME investment firm

Auto enrolment and scheme review

Running a full scheme review to help a company which had received an AE non-compliance notice from The Pensions Regulator


How our employees financial education service, MyAspire, was used to provide a tailored communication solution

Cost containment scenario

Example discussion between a client and adviser around fees after the end of commission for AE schemes

Pre and at retirement services

How our Aspire to Retire service helped communicate 'Freedom and Choice' options to scheme members


Assessing a pension scheme to ensure it was performing optimally for good member outcomes after 6 April 2015

Communications exercise

Helping an organisation communicate with members regarding the tapered allowance and Lifetime Allowance

SAY HELLO For more information about our fresh approach to workplace pensions and savings, please get in touch.
This site uses cookies to help deliver an engaging user experience.
To learn more about what cookies are and how to manage them visit