Helping your client move workplace pension scheme

Is your client due to re-enrol soon? Are they suffering at the hands of poor administration with their current provider? Moving to The People’s Pension could be right up your client’s street. And with tens of thousands of employers signed up, there’s good reason to recommend us.

Moving made simple

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Whatever the reason for moving your client’s pension scheme, we’ll keep things nice and simple – in fact, moving to The People’s Pension is as easy as 1, 2, 3 – and we don’t charge a penny either. Good to know!

Experience tells us that no one move is the same as the next, so our Implementation Team will ensure you receive personalised support.

Recommend us with confidence:

  • Backed by B&CE, with over 30 years’ experience in workplace pensions and 70 years providing workplace benefits
  • The People’s Pension is the largest private sector automatic enrolment pension scheme in the UK
  • The People’s Pension has a Defaqto 5 Star Rating
  • Suitable for any size company or scheme
  • Easy-to-use systems (send us employee data at the click of a button)
  • Ongoing first-class support and service
  • Strong governance in a large, secure master trust
  • Over 2 million employees have joined The People’s Pension

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.

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 tell their employees what’s going on too.

3 simple steps

We’ve come up with a simple  process that applies to trust-based or contract-based arrangements. Here’s what to expect:

1. Prepare to move

  • First, we’ll need you to get in touch with us so we can work out if it’s possible for your client to move to The People’s Pension.
  • We’ll then chat with your client to understand their needs and requirements.
  • When your client’s ready to make the move, they’ll need to sign a Deed of Participation.

2. Moving made easy

  • We transfer all the employee data.
  • Leave it to us to keep your client’s employees posted.
  • And we can help your client’s employees bring all their pension pots together in one place too.

3. Home sweet homehome-transparent

  • Move complete!
  • We’ll send your client’s employees their joiner information.

Ongoing support

We’ve got a Defaqto 5 Star Rating for automatic enrolment so your client can expect one of the highest quality offerings in the market.

And once your client has relocated to The People’s Pension, the first-class support and service they’ve come to expect from us will continue. We are – after all – for people, not profit. Find out more about how we put people first »

Don’t take our word for it…

Here’s what our customers told us about their move 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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