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Auto Enrolment Work Place Pension – Why employ Sage Financial Management?
We are Pension Specialists and have the knowledge and expertise to guide you through the Auto Enrolment process. We will:
- Assess whether your existing pension scheme (if any) meets the criteria to become a qualifying scheme? If it doesn’t then we will advise you on whether it can be made into a qualifying pension scheme.
- Assess and categorise your workforce and ensure all eligible and entitled workers are enrolled into a qualifying pension scheme and that the contributions made meet the statutory requirements (based on receipt of the appropriate payroll data).
- Retain specific member and scheme data, which can be provided to the employer and/or regulator on request.
- Engage with your workforce via e-mail; we will provide relevant and timely information in accordance with legal requirements. All such communications are stored for audit purposes.
- Provide a regular review of the scheme, ensuring it meets any changes in legislation and personal, company and investment objectives are met.
- Offer a dedicated point of contact for employees for scheme queries.
- Provide management information for scheme governance.
- Register and liaise with The Pensions Regulator and HMRC. You can delegate all responsibilities to Sage Financial Management to act on your behalf.
Please contact me to arrange a mutually beneficial appointment to discuss the above further.
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Testimonials
"We have used the services of Sage Financial Management for the past year and we have found them to be extremely professional in their approach. The advice and guidance that we receive is honest, professional and reliable. They are always ready to find the time to meet with you and explain matters in full, in a manner that is appropriate. I will have no doubt in recommending them to friends and family."
Dr Baki, Delta Care Limited, Preston"Sage Financial Management has certainly been very helpful to me and my company. With issues such investments and pension planning I have reaped a lot sound and impartial advice. The advisers are always flexible on meeting arrangements to suit my busy schedule, and advice is in a simple language so it does not take me too long to analyse."
I Ahmed, Eye Care Optical, Director, Nationwide"Sage Financial Management provides an effective service that is tailored to the individuals needs. The service is performed in a professional, no-pressure manner. I have no hesitation in recommending them."
W Yasin, Riley Moss Chartered Accountants, Preston
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