Services for EBCs, Financial Advisers, & paraplanners
Researching contract and trust based schemes on a like-for-like basis is hard. Not only are they subject to different regulations, but they report in their own formats on unique systems.
At Money DNA we have brought them together in a comparable format and produce the documentation required in you can use with clients.
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
Paraplanning Reports
Our suitability reports maintain the same high standards required for personal advice.
They also include an employee education pack explaining the change, the benefits created, and what (if anything) they should do next.
04
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
£450 each
£500 each
You have discretion over what you charge your client
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, especially those holding senior positions and business owners.
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 activities.
Want to chat it through first?
Give us a call
Elevate Your Firm's Proposition and Growth
Become a member and gain instant access to the factsheets