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THE AUTO ENROLMENT EXPERTS t

Adviser / Accountant / Payroll

OptEnrol offers three levels of auto enrolment service.

The DIY route: Costs (to the adviser) £0.50 per employee per month.

You provide advice to your clients, evaluating their corporate pension, recommending and setting up whatever workplace pension scheme they need. You get access to OptEnrol, a full suite of user guides for you and your clients and a support contract with phone and email for all your FAQs.

NO SET UP FEE

NO MINIMUM SIZE

NO MINIMUM TERM

PAY AS YOU GO

How can we help?

OptEnrol processing only: Costs (to the employer) set up £100 plus VAT and £2 per employee per month (min £20 per month). 10% commission to the adviser.

As with DIY, you provide advice to your clients, evaluating their corporate pension, recommending and setting up whatever workplace pension scheme they need. Thereafter we set up details of the employer and their chosen schemes within OptEnrol and run the assessments. You have access to see the progress and download any reports as you wish. 

OptEnrol OneStop solution: Costs (to the employer) set up £499 plus VAT and £2 per employee per month (min £20 per month). 20%-10% commission to the adviser.

We’ll check the employer’s current corporate pension suitability, evaluate their needs and recommend from a range of suitable schemes. Once chosen we’ll set up the employer and scheme through OptEnrol and run the assessments. You have access to see the progress and download any reports as you wish. 

Peace of mind on competition:

We only do workplace pension administration, so with the OneStop solution you can refer your clients to an OptEnrol expert safe in the knowledge that there’s no threat to the rest of your relationship.

Peace of mind on quality and data security:

OptEnrol is certified under the ISO 9001:2015 (Quality Management) and ISO 27001 (Information Security Management) standards.