We help lots of IFA's and wealth managers set schemes up for their clients.
Using AEclipse allows IFAs to offer their clients a comprehensive auto enrolment service. Whether you want to offer advice on which work place pension scheme to set up, or you would like to actually carry out the scheme set up we can help. We provide the infrastructure for you to service your clients in a way that is both beneficial for your business and the client.
The more work place pension schemes you set up using the AEclipse portal, the less we charge.
£100 + VAT per scheme for the first three schemes you set up with us.
If you have already set up three schemes with us before, we charge £75 + VAT per scheme for next seven schemes you set up with us.
If you have set up 10 schemes with us already, all future scheme set ups with us are charged at £50 + VAT per scheme.
*(you or your accountant may need to upload an output file to the AEclipse portal but this only takes seconds and we can talk you through the process on 01244 691993)
We cover whole of market and provide quick, simple access to all pension providers regardless of which payroll software your client uses.
When speaking to professionals licensed to give financial advice, it's clear that many feel unable to recommend the best Pension providers for fear that the employer or accountant can't actually produce the correct output format from their payroll software to file with them. AEclipse removes this problem as our custom built portal is compatible with any Payroll provider. For a very low cost every pay run we can convert the output file from whatever is sent to us to whatever is needed in seconds. We then file with the Pension Provider on behalf of the Employer or Accountant.
Would you not prefer to have the tools so you can advise your client on the best scheme for the business and its staff rather, than what fits with their payroll software?
We can continue to support your client with their on-going duties after you have set up their work place pension scheme
There are two ways we can work together. You can either set up a work place pension scheme for your client and advise them to use the AEclipse portal to continue managing their ongoing auto enrolment duties, or once you have set up their work place pension scheme we can manage everything for them.
This way you retain the client and their staff and are able to let them know what Scheme has been provided, cover the details off that we would brief you on and look at other areas you can help the staff to create another revenue stream.