Consultation
Workplace Pension Guidance
Help choosing contribution levels, fund options, and whether additional voluntary contributions make sense for your salary.
Who it is for
Employees and company directors reviewing scheme choices or salary sacrifice
What you leave with
Clear contribution and fund recommendations for your scheme
Included
- Scheme literature review
- Contribution modelling
- Fund option notes
Not included
- Employer scheme trustee services
How the engagement runs
- Share scheme booklet and payslip
- Advisory meeting
- One-page recommendation sheet
Constraints
Advice relates to your personal membership, not scheme design for employers.