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How to advise on workplace pensions

  • Comprehend how to make the most of the 75 basis point cap
  • Learn how to build relationships with clients and add value to corporate clients with workplace pension requirements
  • Understand how to monitor ongoing scheme investments
CPD
Approx.60min
How to advise on workplace pensions

Introduction

Workplace pensions were supposed to offer advisers the opportunity to guide employers through the process of implementing an effective and competitive pension scheme for all employees.

For many advisers, this has been the case and they have been able to work with companies in the UK to successfully introduce a pension plan which meets all their needs.

There are plenty of ways in which advisers can build relationships with employers of all sizes and continue to add value to their clients through the lifetime of the pension scheme.

This special report will explain how best advisers can approach prospective clients and advise them on the best workplace pension for their employees of all ages and with varying requirements.

But what happens once a scheme is in place? How can financial advisers maintain those corporate client relationships through ongoing monitoring of the schemes?

Contributors to this special report include: Andy Bewsick, managing director, business solutions at Aviva; Mark Fawcett, investment director at Nest; Martin Olive, strategic partnership manager at Now: Pensions; Graham Peacock, managing director at Salvus Master Trust; Lydia Fearn, head of defined contribution at Redington; Neil Johnson, senior partner at True Potential; Nick Dixon, investment director at Aegon; Scott Gallacher, chartered financial planner at Rowley Turton, Stephen Coates, benefit consultant at JLT Employee Benefits and Robin Armer, senior business development manager at Nest.

In this special report

CPD
Approx.60min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. According to Ms Fearn, what will make it easier for advisers to compare value across the product range when it comes to the 75bp cap?

  2. Mr Armer from Nest says what is the most important thing for advisers to offer their clients?

  3. Which one of these is not a question Mr Beswick suggests advisers ask of their clients?

  4. What does Mr Armer recommend the adviser provides the employer with as proof of their value?

  5. When might an adviser want to review a scheme's investments more than once in a year, according to Ms Fearn?

  6. Which one of these is not a question Mr Fawcett suggests advisers ask to help monitor schemes?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Comprehend how to make the most of the 75 basis point cap
  • Learn how to build relationships with clients and add value to corporate clients with workplace pension requirements
  • Understand how to monitor ongoing scheme investments

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