Exploring potential NI savings made by introducing a pension salary sacrifice arrangement.
Tailoring investment options post AE to the differing needs of staff within a SME investment firm
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
Example discussion between a client and adviser around fees after the end of commission for AE schemes
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
Helping an organisation communicate with members regarding the tapered allowance and Lifetime Allowance