Auto enrolment solutions for small and micro clients

Smart Pension (a Mastertrust solution)

If your client would like to take advantage of our award winning investment capabilities through an efficient Mastertrust solution, you may be interested in our partnership with Smart Pension. 

Visit the Smart Pension website for more information

Looking for a scheme for a larger client? 

If your client has already staged and is looking to set up a new scheme or replace an existing one, our competitive products, tools, experience and flexibility means you can make recommendations specifically tailored to their needs. Please get in touch with us to discuss your client’s needs and view a demonstration of our online solutions.

Implementation support

As part of our commitment to provide the best experience for your client, we provide implementation support through our experienced team to guide you through setting up your scheme as quickly and efficiently as possible.

Changing provider

We pay special attention to transfers which can often be the most complex aspect of any new scheme. Find out what level of support we can offer when changing provider

Does your client require a scheme with more flexibility?

We can offer you a more tailored solution with our range of contract and trust based products. 

Contact us to discuss how we can meet your client's requirements, view a demonstration of our online solutions or discuss any specific client projects.