Auto enrolment toolkit for advisers


To make it as easy as possible to start advising your clients on auto enrolment we have built an adviser toolkit containing the various materials needed to advise and support your clients through their auto enrolment journey. All the way from initial engagement to ongoing support. You decide what level of support you want to provide your clients, we simply supply you with the materials to make it easy to do so.

Register below to get access to your auto enrolment toolkit today.

 

Helping you help your clients

Advisers working with NOW: Pensions will be given access to the adviser toolkit via their own unique login. Once inside you will be able to view and download a multitude of communication materials ranging from advice support literature to employee education.

 

Adviser support materials included in your toolkit are:

  • Employer guide – what to discuss with your adviser
  • Auto enrolment client agreement
  • Suitability report templates
  • An overview of services and associate fees
  • An introduction to auto enrolment
  • Detailed investment overview
  • Auto enrolment step-by-step guide

 

Employee education materials included in your toolkit are:

  • Full range of posters highlighting different auto enrolment messages
  • Animations explaining basic pension concepts
  • Canteen presentations for employees
  • The A – Z of pensions glossary
  • Educational videos

 

Register

    Or learn more here

We decided to appoint NOW: Pensions because of the simplicity and robustness of its scheme. The NOW: Pensions product is both cost effective and straightforward to implement... — Mark Roberts, Managing Director at gap personnel
?We pride ourselves on our abilities to make the perfect match for both clients and workers. Our decision to appoint NOW: Pensions came as a result of wanting a quality workplace pension scheme that is structured, simple and easy for us to? — Ian Naylor, Legal Director of Randstad
ATP comes to the UK pensions world with the highest commendations from the Danish trade unions, employers and government. NOW:Pensions' offering in the UK will be high quality, low cost, and honest and I'm proud to be associated with it. — John Monks, member of House of Lords and former General Secretary of ETUC and TUC
? We particularly like that NOW: Pensions combines impressive investment and risk management, which should help staff achieve better results over the long term. — Liam Kennedy, Editorial Director at IPE
I am excited to be joining such a distinguished Board of Trustees, over-seeing a modern, transparent, cost efficient and high-performing pension fund. — Win Robbins, former Head of European Fixed Income Barclays Global Investors