10% discount for NCVO members and existing clients of Lucas Fettes & Partners
What is Easy as AE and why was it created?
Easy as AE is an affordable solution for employers to meet their automatic enrolment duties.
Easy as AE has been created by Lucas Fettes & Partners, a national, independently owned financial adviser, employee benefits advisory practice and insurance broker. Every day we help employers across the UK to meet their automatic enrolment duties but there are many more who could benefit from our expertise. To make this more affordable we are offering a range of services, delivered via telephone and email, to help you meet your new legal duties.
Who is it for?
Easy as AE is relevant for any size employer but is particularly suitable if:
Easy as AE is not right for you if:
How does it work?
There are many disparate sources of information on automatic enrolment, and tools available to help with certain calculations and decisions. With Easy as AE, our aim is to equip you with all the information, advice and guidance you need to make your automatic enrolment journey as easy as possible.
We offer two options for employers. Both will deliver a single personalised automatic enrolment planning report that will:
For both options, you can access technical support through our telephone and email helpdesk.
Do any restrictions/limitations apply to the use of the telephone and email helpdesk?
Yes, please refer to our Special and Core Conditions.
What is the difference between Easy and Easy +?
With Easy, the workplace pension we set up for you will be with The People’s Pension.
With Easy +, we provide the additional service of a fully independent review of the workplace pension supplier market, and recommend which scheme best meets your requirements by considering a range of criteria and your organisation’s particular circumstances. You’ll get an actuarial certificate to share with your stakeholders, to demonstrate the due diligence followed in arriving at your scheme choice.
Is Easy as AE regulated?
Some of the services we provide under the Easy as AE brand are not regulated. However, Easy as AE is a registered trademark of Lucas Fettes & Partners (Financial Services) Limited, independent and restricted financial advisers authorised and regulated by the Financial Conduct Authority, so you can trust in our expertise and our credentials.
Do you use third parties?
The only third parties we work with in delivering services we provide under the Easy as AE brand are:
Pensions suppliers, who we work with to provide workplace pension schemes.
Pension PlayPen, who we work with as part of our Easy + option to independently recommend which pension supplier and scheme best meets your requirements. Pension PlayPen is an online resource that enables the research and analysis of pension suppliers and their products. The analytics are produced by First Actuarial, a fully independent actuarial company (click here for more information about Pension PlayPen and First Actuarial).
Are the pensions suppliers you work with regulated?
Yes, all the pensions suppliers we work with are authorised and regulated by the Financial Conduct Authority.
For more information about the protection afforded you, see www.fca.org.uk.
What do you charge?
We offer two options for employers. The price for each package is payable in two installments: 50% upfront and 50% on completion of our services. Prices are set out on our page How can Easy as AE help? Please note that the prices for our services do not include any one-off or ongoing fees from pensions providers.
How do you take payment?
When you buy one of our package options we will ask you to confirm that you are an authorised signatory of your company and to provide a billing name and billing address so that we can invoice you the appropriate amount. Any one-off or ongoing fees due to the chosen pensions provider will be payable directly to that provider.
I would like to speak to someone before I buy one of your packages – can I do that?
How will you use any data you hold on me?
What other services can you provide?
Please refer to our page Ongoing & other services.
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©2017 Lucas Fettes & Partners (Financial Services) Limited. Registered in England No. 991377. Registered office: Plough Court, 37 Lombard Street, London, EC3V 9BQ. All rights reserved. Easy as AE is a registered trademark of Lucas Fettes & Partners (Financial Services) Limited, independent and restricted financial advisers authorised and regulated by the Financial Conduct Authority.
VAT registration number 927 4908 91.