Platinum - Corporate Financial Planning IISD

WORKPLACE PENSION & AUTO ENROLEMENT SERVICES

INITIAL ADVICE SERVICES For all new corporate clients, we offer a first meeting of up to 1 hour free of charge. The purpose of this meeting is to discuss your needs and our services. We usually aim to conduct this meeting at your business premises but are happy to meet with you at our offices or discuss matters with you over the phone, at a mutually convenient time if you prefer.

Initial Advice Services

Initial Advice Charge

Financial Adviser charged at £175 per hour. Approx. 12 to 14 hours For example, if a Financial Adviser spent 12 hours (£2,100) undertaking the work required to provide you with a recommendation, the total fee would be: £2,100 (exc.VAT). Our fees become payable on presentation and supply Financial Adviser charged at £175 per hour. Administrator charged at £75 per hour. Approx. 10 to 12 hours For example, if a Financial Adviser spent 11 hours (£1,925) AND Administrator 1 hour (£75) undertaking the work required to provide you with a recommendation, the total fee would be: £2,000 (exc. VAT) Our fees become payable on presentation and Financial Adviser charged at £175 per hour. Administrator charged at £75 per hour. Approx. 5 to 8 hours For example, if a Financial Adviser spent 5 hours (£875) AND Administrator 1 hour (£75) undertaking the work required to provide you with a recommendation, the total fee would be: £1,025 (exc. VAT) For arranging and installing the scheme on your behalf and assisting you with your initial auto-enrolment obligations: Financial Adviser charged at £175 per hour. Approx. 3-4 hours Administrator charged at £75 per hour. Approx. 3-4 hours. For creating scheme information packs and communicating to eligible employees on your behalf £30 per communication pack issued. For example, if a Financial Adviser spent 4 hours (£700) and an administrator 4 hours (£300), setting up the scheme, dealing with related auto-enrolment compliance on your behalf and communicating scheme information packs to 30 eligible employees (£900), our fee would be £1,900 (exc. VAT) Our fees become payable on completion of the work.

Reviewing the suitability of any existing workplace pension schemes you may have and providing you with a tailored report on the ongoing suitability of your Undertaking extensive research for your workplace pension needs including forwarding your tailored needs to various providers for tender in order to provide a recommendation on a suitable scheme. Undertaking a consultation process with staff including working with your finance department to draft communications to your workforce outlining the recommended proposals to move the workplace pension scheme.

Arrangement and installation of a Group Personal or Stakeholder Pension scheme, including assistance with your auto- enrolment obligations and commun

Presentation Seminars to groups of eligible employees to provide information about the workplace pension scheme and the merits of joining.

£500 per half day (exc.VAT), where conducted at your business premises.

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