Welcome To The Introducer Area

Sign up a client or download information from our document library

Employer brochure (for New AE Set Ups)

The employer brochure explains what we do for employers, and includes a clear explanation of our fees. As an introducer, you have the flexibility to negotiate special terms. Speak to your Business Development Manager for more information.

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Partner brochure

The introducer guide explains in a nutshell, the service we offer for our accountants, payroll bureaus and financial advisers.

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What's included

What's included in the service for the initial and ongoing fees paid to WPD.

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AE Set Up Project Plan Quotation

For any new client that needs assistance with Auto Enrolment Set Up, you can request a tailored quotation which fully explains our service and what we can do to help.

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Project Plan Covering Letter Template

This is a letter template for an accountant to send as a covering letter to a personalised (or non-personalised) project plan, to payroll and non-payroll clients telling them about auto-enrolment.

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Employer Presentation

The latest WPD presentation to Employers.

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Have You Had Enough Yet?

The latest WPD presentation to Partners, asking if they have had enough of auto-enrolment.

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WPD Ongoing Service Explained

A description of WPD's ongoing service offering.

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Example of typical business adviser pricing menu

This is an example of a business adviser pricing menu, provided by Standard Life. It illustrates the time it takes to complete each task manually, and the price that would be charged for the service to be sustainable.

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Example Partner Report

If you've referred clients to Workplace Pensions Direct, you will receive monthly partner updates by email. You'll be able to keep track of all your clients and find out information such as: Your WPD clients, the stage your client is at, whether they have paid, and much more.

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Business adviser auto-enrolment responsibilities and ethics guidelines

If you’re acting as an auto-enrolment consultant for your business clients then you run the risk of enforcement action being taken against you. This guide explains how you can mitigate these ricks, and how Workplace Pensions Direct can guarantee your clients compliance.

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Auto-enrolment, an independent guide by Mark Lee

A comprehensive advice guide on the dos and donts for business advisers wanting an auto-enrolment solution.

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AE Employer Audit Flyer

An information flyer for our bespoke AE Audit service, part of the new range of auto-enrolment services provided by Workplace Pensions Direct.

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AE Employer Rescue Flyer

If you've got clients who have missed key dates, or are worried they simply aren't going to comply with their duties in time, Workplace Pensions Direct will provide a fully compliant auto-enrolment solution and save them from fines.

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AE Employer Maintenance Flyer

If your clients are finding their ongoing auto-enrolment duties to be time consuming and difficult, Workplace Pensions Direct can help. We'll take on your ongoing responsibilities and ensure a compliant pension scheme for your company.

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AE Audit for Accountants Flyer

If you're an accountant dealing with your client's auto-enrolment duties, we can provide a full audit on your behalf, ensuring you're complying fully with TPR legislation.

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Want quality employee benefits for your clients?

 

At Workplace Pensions Direct we can help your clients get the most out of their employees. We’ve teamed up with Pure Benefits to offer a comprehensive range of employee benefit and HR solutions, including:

  • Life insurance
  • Critical illness cover
  • HR software
  • Complete employee benefit packages.

 

 

If you’re interested in how Workplace Pensions Direct and Pure Benefits can help you or your clients, register your interest now.

Find out more

How to have the auto-enrolment conversation


  • This 20 minute video demonstrates key points to make.
  • Combined with the material above, talking about auto-enrolment is simple.

Get your clients compliant today


Just fill in a few details, and we’ll do the rest.
Outsource your responsibility completely and let us do the work, no worry, no risk.

 

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Your quote
Initial
£excl. VAT WPD Fees
£ Available Cost Savings
Ongoing
£excl. VATper month WPD fees
£per annum Available Cost Savings

Thank you for requesting a quote from Workplace Pensions Direct



We’ve sent you a bespoke auto enrolment Project Plan by email to help you understand your auto enrolment duties and how Workplace Pensions Direct can help you get compliant, and stay compliant.

 

 

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*Monthly fee initial 24 month contract: See Fees for details

Assumptions: 2016/2017 tax year – £26,500 average pay – 15% average staff turnover. Available ongoing cost savings are from salary exchange, earnings definition, postponement for new starters, employee charges, employee lost investment return, and employer charges.

Please, contact us

Because of the size of your company, we can generate a bespoke quote based on 50 or more employees. Please get in touch with us by contacting us through the button below, and we’ll return with a bespoke quote and fee breakdown the same day.

Get a quote

Fill in your details below and we will e-mail you our Project Plan and Quotation.  If you have any questions or special requirements, please phone us on 0113 457 4574.