Senior Partner Practice of
St. James's Place Wealth Management
 

The Workplace Pensions Solution

Workplace Pension image

We have developed our solution and are offering two levels of support; Standard and Comprehensive, and here is a summary of each:

Standard

  • Confirmation of Staging Date
  • Employer guidance regarding legal obligations
  • Signposting of the most appropriate provider in your specific company situation
  • Assistance to design the most suitable scheme detail (contribution basis)
  • Setting up the selected scheme
  • Integrating with payroll
  • Initial employee education (group level)

Comprehensive

As above, PLUS

  • Financial employer and employee contribution forecast
  • Executive review service (Business Owners and Directors)
  • Employee personal advice (including existing plan reviews)
  • Assistance with the Declaration of Compliance

Each level of support has a one- off up front engagement fee and the highly competitive rates depend on the number of employees per firm, with significant discounts for Shropshire Chamber members.

Register your interest now and we will contact you to discuss further.

Register with us