How to advise on workplace pensions

pfs-logo
cisi-logo
CPD
Approx.60min
  • 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

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
pfs-logo
cisi-logo
CPD
Approx.60min
Supported by
NEST

Introduction

By Ellie Duncan
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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 guide

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