Helping your client move workplace pension scheme

Are your clients (and you) happy with their workplace pension scheme? Some employers and advisers tell us that they’ve suffered poor administration with other providers. The People’s Pension is here to help.

Moving made simple

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While it might take a few months for us to tick all the boxes and get all their employees transferred across, we’ll do all we can to make their move to The People’s Pension as easy as 1, 2, 3. And because experience tells us no move is the same as the next, we don’t put people in boxes. We have a dedicated implementation team on hand to provide personalised support every step of the way.

Recommend moving to us with confidence:

Maybe it’s time for a change. And maybe you and your clients are looking for a scheme that’s run by an experienced provider, has high-quality administration, and award-winning customer service.

You’re in the right place. Here are just some of the reasons you might want to recommend The People’s Pension:

We keep things simple

The People’s Pension is the largest private-sector automatic enrolment workplace pension scheme in the UK. It’s a simple solution that works for any employer. It’s flexible, and it’s easy to get started.

That’s probably why tens of thousands of businesses, large and small, have chosen us – meaning we now have more than 3 million members from all types of organisations across the country.

Our products and services are high quality
We’ve won a lot of awards for what we do. That includes a Defaqto 5 Star Rating for automatic enrolment. Not all workplace pensions have that. And we’ve won awards for our customer service that go way beyond financial services.

We recognise the importance of high quality administration
High-quality administration makes the difference between workplace pensions being hassle free on one hand, and a bit of a pain on the other. Fortunately, we’ve won awards for how well The People’s Pension is run. So there’ll be no pain (just gain) with us.

Our history means we know our business
The People’s Pension is run by B&CE, a not-for-profit organisation. B&CE has been providing employee benefits for more than 70 years, and workplace pensions for more than 30 years. So we know pensions.

Our strong governance means you and your clients are safe with us
We’re a master trust. That means we have an independent board of trustees – there to put members first. We were the first master trust to seek independent assurance of scheme quality and we’ve achieved the second level too.

How it works

We’re flexible – you can get involved as much, or as little, as you and your client would like. And we handle moves of any size (all with a smile).

We keep the process nice and simple – no unnecessary complications or barriers, just 3 simple steps (more on this below).

Lots of support – our dedicated implementation team will support your client every step of the way. And we’ll keep your client’s employees in the loop too.

Moving to The People’s Pension is as easy as 1, 2, 3…

Our transfer process is nice and simple. And that applies whether your client’s current scheme is trust-based (like The People’s Pension) or contract-based.

Here’s how it all works:

1. Prepare to move

  • Work out (and tell us) their needs and requirements.
  • Decide if moving to The People’s Pension is right for them.
  • Complete some online forms (don’t worry, they’re short) so we can get them set up.
  • Let their old pension provider know they’re moving on.
  • Let their employees know that they’re changing workplace pension provider (we’ll help with that).

2. Moving made easy

  • We’ll set up their new workplace pension with us.
  • We’ll give them, and you, a timeline to say what will happen and when.
  • Our dedicated implementation team will oversee their move – and will happily work with you as much or little as you and your clients like.

3. Home sweet homehome-transparent

  • Move complete (and no van required)!
  • We’ll send their employees joiner information welcoming them to The People’s Pension.
  • And we’ll point them to our online communications toolkit. It’s got everything they need to talk to their employees about their pensions.

What’s in it for me and my clients?

  • We make the move simple for you and your clients – and do our best to keep it that way after the move.
  • We’re easy to do business with – our people are friendly and approachable, and our systems are designed to keep it simple.
  • We’re well-known for our high-quality administration.
  • We know automatic enrolment inside out – and have the experience to prove it.
  • You’ll all be in safe hands – we’ve got independent trustees who will put your clients and their employees first.

And we are – after all – run by a not-for-profit company. Find out more about how we put people first »

Don’t take our word for it…

Here’s what a couple of advisers told us about moving their clients to The People’s Pension.

“The People’s Pension completed a large number of transfers for us and the process was really efficient. The help and support we received was outstanding too.” (Olivia Bucher, Chadwicks)

“The transfer process was very smooth and quick. And most importantly, we had our own implementation manager to support us.

“Our clients are happy too. They’ve found setting up their scheme with The People’s Pension straightforward and the online systems easy to use. Our clients have also been able to get hold of someone at The People’s Pension when they’ve needed to.” (Dawn Darch, independent financial advisers)

 

What’s next?

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