Short Accountant's Presentation

Plug & Play For Accountants

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* About us

We've worked with most of the top 50 financial adviser firms in the UK.

Specialists in pension support

Over 100 years experience combined

We Offer A Complete Plug & Play Solution For Accountants Running Payroll Services For Small Businesses

We offer a Complete Plug & Play solution for auto- enrolment at a reasonable cost

* Our Offer02

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* Compliance

“We’ll automatically deliver all the 33 duties an employer has to fulfil each and every pay period.”

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* How valuable is your time?

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* What our clients tell us.

103 days 33 days

3 days

Do it yourself

Do it with an IFA

Do it with us

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* Your complete plug & play solution

Auto-Enrolment.Co is a complete plug & play solution for accountants running pay-roll services.

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* Support

* Documentation * Training

User guide

Worksite comms pack

Setting up NEST guidelines

Installation of platform

Online training course for your administrators

Helpline service

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* Auto-enrolment admin platform

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* Admin dashboard

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* Upload data

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* File mapping

Required format is stored to automate future data uploads.

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* Scheme design parameters

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* Automatic employee assessments

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* Communication templates

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* Reports and record keeping

Audit Reports

Automatic data transfer to pension provider and payroll every pay period.

All reports automated every pay period.

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* Run multiple schemes

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* Employee discountsVouchers and deals on over 2,000 high street brands

Create a customised client admin platform.

Website

Bespoke with your brand

Bespoke Branding

Or bespoke with clients brand

Client’s Branding

Customised Admin Platform

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* Option SIPP

Option to add Group SIPP facility for directors and key employees

Gives company directors control over how they plan for retirement.

Gives them a tax efficient method to plan for retirement with many options on investment and how money is paid out

Includes option to put commercial property in your client’s pension.

You and your client take controlRetirement planning Investment planningTax planning

0131 516 [email protected]

Kevin Lyon, CEOtwitter.com/autoenrolmentcofacebook.com/autoenrolment.co

You can also find us at:

* Let’s talk

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