Services for
Accountants
& Bookkeepers
Every employer offers their employees a workplace pension, but not every accountant or bookkeeper gives their clients guidance on them.
Stand out from your competitors and allow Money DNA to empower you to have informed conversations with clients. Ultimately, improving their satisfaction levels and potentially and access to impartial workplace pension proposition reviews to identify strengths and weaknesses.
Membership
01
Scheme Factsheets
Not every scheme is the same.
Each factsheet details over 50 key facts and how the scheme compares on them to the competition.
02
Default Fund Factsheets
Over the last decade to best performing default fund outperformed the worst three times over.
Each factsheet summarises how the fund if designed, its objectives, how it has performed and how the performance compares to the rest of the mark
03
Proposition Reviews
Looking beyond steps 1 and 2 the workplace pension proposition review provides employers with a comprehensive evaluation of their proposition.
Looking at contributions, the ability of savers to accumulate sufficient to retire, compliance with legal requirements, and if discrimination has been introduced
£50 per month
£500 each
You have discretion over what you charge your client
Strategic Benefits for Firms
New Income Streams
Unlock additional revenue by offering workplace pension information and review services to your existing client base.
Better Client Outcomes
Ensure your clients are aware if they are meeting their duty of care towards their employees (which usually includes themselves) and if they are avoiding common legal issues.
Compliance-Friendly
Receive guidance that aligns with industry standards, reducing risks and maintaining high professional integrity.
Time Efficiency
Delegate time-intensive analysis and report writing to experts, allowing your firm to focus on core operations.
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Elevate Your Firm's Proposition and Growth
Become a member and gain instant access to the factsheets