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