How can we help you?

Using our knowledge and expertise, we can help you to:

  • Ensure the right information is provided to your workforce at the right time
  • Reduce the workload on your staff
  • Ensure the best possible scheme is put in place for your workforce - see Which Pension
  • Ensure you comply with all legislative matters
  • Offer advice to your employees, including individual advice
  • Avoid regulator fines

We have a wealth of expertise in this challenging area and have a team dedicated to supporting businesses needing help with auto enrolment. They include advisers specialising in this complex area, a support team and designated project managers, ensuring that someone is always available to provide assistance.

We can offer a service tailored to your needs, varying from a bespoke project management system to a 'How to' manual, which will guide you through the whole auto enrolment process.

Access to our "Auto Enrolment Manual for Employeers"

This "How to" manual covers the many aspects of automatic enrolment in terms of the practical application of the legislation, to enable an employer to meet their responsibilities. Additional support is avaliable on a time cost basis, if required.

We offer access to our manual for a fixed fee of £250 (plus VAT). This will include access to any updates to the manual.

Contact us today for access to the Alan Boswell auto-enrolment manual

Bespoke Project Management Service

A complete 'end to end' solution. Hand-holding you all the way from the initial preparation phase to the Declaration of Compliance, which must be completed at the latest five months after your staging date.

We also offer access to an ongoing review service to ensure you continue to comply with the new legislation in terms of on-going governance requirements and triennial reviews.

Contact us today to discuss your requirements.

Fixed fee

We charge a fixed fee, the cost of which will depend on the complexity of the work required. An individual quotation will be provided.

Time costed

Our current hourly rates:

  • Directors/Senior Consultants £200 per hour
  • Consultants £160 per hour (plus VAT)
  • Financial Planner Assistants £75 per hour

Ongoing Review Service

£1,350 per annum (including ½ day employee consultancy option) or £900 (plus VAT) employer support only.

Daily rate

£900 per day/£450 half day (plus VAT): consultancy support, staff workshops, seminars, individual meetings.

David Perry

David Perry DipPFS

Head of Employee Benefits

  • Dave specialises in all aspects
    of corporate work, especially
    workplace pensions and has
    over 20 years experience in
    financial services.
  • Tel:01603 218388
Dee Smout

Dee Smout

AE Project Manager

  • Dee currently specialises in
    workplace pensions and has
    over 10 year's experience in
    the pensions industry and all
    aspects of corporate work.
  • Tel:01603 218027
Jeff Wilson

Jeff Wilson DipPFS

Senior Financial Planner

  • Jeff has 27 years experience in
    financial services, specialising in
    all aspects of corporate work,
    as well as wealth management.
  • Tel:01603 218003
David Perry

Adam Revell DipPFS

Senior Financial Planner

  • Adam has 17 years experience
    in financial services, specialising
    in all aspects of corporate work,
    especially workplace pensions.
  • Tel:01603 218048
Sarah Pearce

Sarah Pearce CertPFS

AE Project Manager

  • Sarah has worked in financial
    services for 24 years. She has
    experience in all aspects of
    corporate work and a specialist
    in workplace pensions.
  • Tel:01603 216367