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



    Or learn more here

Our broker recommended NOW: Pensions, as they believed it would be our best option. We have not been disappointed, the NOW: Pensions customer support teams are great and always available. — Bromborough Paint & Building Supplies Ltd
NOW: Pensions was attractive to us because the staff were very helpful and they sent over all the information required. This made the decision easy. — Metro Surveillance Group Ltd
NOW: Pensions has a good technical infrastructure combined with a pension product suitable for our team. We couldn’t be happier with NOW: Pensions. — Martin Woods,
I am backing NOW: Pensions, the ATP project, because I believe it will encourage transparency, low costs and decent returns for millions of British employees. — Nigel Waterson, former Shadow Pensions Minister
There is a need for a member-centric solution designed for ease of use with low costs and cutting edge investment strategy, which delivers long term stable returns. ATP’s in-house investment capabilities, combined with our novel and innovative approach, allow us… — Lars Rohde, Governor of the National Bank of Denmark and Former CEO of ATP Group