Accountants / Payroll Providers

We have been working with many accountants and payroll providers for a number of years now to ensure that their valued clients have a professional Workplace Pension in place.

Gain your clients trust

Many clients will trust your recommendation when it comes to choosing a suitable provider, by recommending ourselves your client will be enrolled into an award winning pension scheme with Aegon and the Corpad Master Trust. We will carry out the following tasks ensuring accountants and payroll providers aren’t taking on additional workload:

  1. Set up the Trust and Pension scheme that will hold the pension contributions.
  2. Provide the employer certificate details
  3. Request employee files to carry out the assessment on all employees
  4. Provide eligible, non-eligible and entitled letters for employees
  5. Manage opt in and opt out process
  6. Issue employee certificates
  7. Provide Corpad administration process guide
  8. Assess weekly/monthly pay files
  9. Re-enroll previous opt outs as required
  10. Maintain scheme records for 6 years
  11. General pension regulator reporting

 

We also offer accountants and payroll providers an optional £150 discount for introducing clients directly to ourselves!

Call us on 0203 603 0589 or email [email protected] to find out more today!

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