10% discount for NCVO members and existing clients of Lucas Fettes & Partners

Ongoing servicing

Once you’re a customer of Easy as AE, you’ll be offered the option to receive ongoing servicing to help you implement your automatic enrolment plan.

The table below sets out what ongoing services are available to you, whether you choose our Easy or Easy + automatic enrolment solution.

Ongoing
servicing

  • Dedicated technical employer support
  • Employee helpline
  • Access to Lucas Fettes & Partners email bulletins, updates and communications
  • Support and guidance relating to employee communications
  • An annual scheme review report
  • Dedicated technical employer support
  • Employee helpline
  • Access to Lucas Fettes & Partners email bulletins, updates and communications
  • Support and guidance relating to employee communications

£299 + VAT per year*

Easy

£499 + VAT per year*

Easy +

*Payable in addition to any one-off fees relating to the Easy or Easy + automatic enrolment solution.

Other services

To support the implementation of your automatic enrolment plan, we can offer the following services:

Workplace
employee presentations

Transfer exercise

We can visit your workplace to provide full or half day presentations to your employees:

  • New employee presentations
    Information about your workplace pension scheme and education regarding future income provision.
  • Pensions automatic enrolment and what it means for employees
    A background to automatic enrolment, information about your workplace pension scheme and education regarding future income provision.
  • Pre-retirement seminars
    For employees approaching retirement, these seminars provide information and guidance around their options with regards to taking benefits from their pension.

From £750 + VAT
(full day)

or

From £500 + VAT
(half day)

Project management

We can oversee the implementation of your automatic enrolment plan, including:

  • Guidance around automatic enrolment compliance and implementation processes
  • Support with the first assessment
  • Verification of your assessment outputs, and verification of pension reports and support with links to your pension supplier.

£ by agreement

One-to-one
employee surgeries

The opportunity for some or all of your employees to have a personal meeting with an experienced pensions adviser.

From £750 + VAT (full day)

or

From £500 + VAT
(half day)

Existing scheme review

We can review any existing workplace pension schemes to determine whether they’re suitable to use for automatic enrolment.

From £500 + VAT

Where you’re replacing an existing workplace pension and want to provide members with the option to transfer, we can provide the following services:

  • Production and issue of member packs including comparisons between schemes, projected benefits at retirement and option forms to transfer
  • Collation of member responses and transfer of funds, where requested
  • Confirmation that funds have been applied to the new scheme.

£ by agreement

Ongoing servicing

We’ll attend and report to governance / stewardship meetings at which you review the performance, engagement with and operation of your workplace pension and automatic enrolment arrangements.

From £450 + VAT
(per half day)

Wider services

Easy as AE has been created by Lucas Fettes & Partners, a national, independently owned financial adviser, employee benefits advisory practice and insurance broker.

Lucas Fettes & Partners offers a broad range of face-to-face, consultation-based services to businesses, charities and not for profit organisations and private clients, including:

  • Employee benefits programmes
  • Corporate financial planning and investment management
  • Financial planning and wealth management for private clients
  • Insurance and risk management programmes for organisations
  • Insurance for private clients

For more information, please visit the  Lucas Fettes & Partners website.

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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.