Corporate and employee benefit services for improved employee engagement, administration support, risk management and cost control.
We provide independent advice, investment advice and administration services on defined contribution scheme, group personal pension schemes, group SIPPs and auto-enrolment (we offer specialist auto-enrolment services).
We provide consultancy and investment services to employers and trustees with defined benefit/final salary schemes.
We provide employee benefit and pension clinics, retirement planning education and at retirement option advisory services. Advisory services regarding the annual allowance
We have considerable experience of effectively communicating change. For example, pension increase exchange.
We provide independent advice, with access to the whole market for group life, income protection, critical illness.
We can arrange registered and excepted life assurance schemes. We can also advise on relevant life cover.
Are you getting the best value for your benefits and is the cover the most suitable for you and your colleagues?
What happens to your business in the event of death or incapacity of a shareholder and/or key executive or employee? Could the business end up under the control or influence of someone who does not want that responsibility? Might the income and profit be affected?
We provide independent advice, with access to the whole market and can provide solutions.
Auto-Enrolment (AE) legislation imposes certain ongoing statutory obligations on all employers.
Autonomy Workplace will work with the Scheme Governance Committee and the Scheme provider to assist the Client to meet all of its ongoing AE obligations including the requirement to;
Autonomy Workplace will advise the Client on the impact of any changes to the minimum quality standards for qualifying AE schemes including, but not limited to, changes to;
The Client undertakes to provide Autonomy Workplace with such information as it requires to facilitate the provision of these Services.
Autonomy Workplace will advise the Client if there is a requirement to certify the Scheme against one or more of the alternative quality tests. Where a certificate is required, Autonomy Workplace will;
It is the Client’s responsibility to certify the Scheme against the relevant alternative quality test(s) within the timescale specified and to ensure that the certificate is renewed annually.
Autonomy Workplace will work with the Client to:
Autonomy Workplace will;
Autonomy Workplace will monitor and report on;
Autonomy Workplace will, at least once every three years, undertake a full review of the overall suitability of the Default Arrangement, taking into consideration any changes to the membership demographic, the charging structure of the underlying funds, the performance of the underlying funds, any significant changes in financial markets and any significant changes in legislation.
Autonomy Workplace will assist the Scheme Governance Committee to communicate the findings of each meeting to the Scheme membership including information on;
Autonomy Workplace will work with the Scheme Governance Committee and the Scheme provider to ensure that the membership receives sufficient information to enable them to make informed decisions.
The communication process can include group presentations and individual employee/member clinics (usually 20 minute one to one meetings).
Autonomy Workplace will, if requested by the Scheme Governance Committee, extend the governance service to include an audit of the records held by the Client to determine whether;
Workplace pensions are regulated by The Pensions Regulator.