The AutoEnrolment.org website is provided by Charles Derby Financial Services. Charles Derby is a UK financial advisory business devoted to helping businesses and individuals with their financial planning. We’re specialists in workplace pensions, pension advice and auto enrolment. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.
We believe in face to face service and have a team of over 400 advisers spread across the UK, including Scotland and Northern Ireland, to ensure this personal service is delivered in practice. Wherever you are, we will look to provide a local adviser.
Our fully qualified financial advisers are auto enrolment specialists and can advise, recommend and implement auto enrolment schemes for your business whatever its size to ensure you comply with the new legislation. Our qualified advisers visit you at your business, provide the support and the detailed knowledge to guide your business through the pension changes. As part of our service we provide the following;
- Free initial assessment
- Choice of pension plans
- FCA approved advice
- We come to you
- Staff presentations
- Staff interviews & assessments
- Financial planning advice
- All your questions answered
- Administration support
- Open to companies of all sizes
Our Advice Process
We will meet with you to discuss your situation and needs, at the same time we’ll collect information to take away and produce a package suitable for your business and employees. Following this, we will present our recommendations, discuss the process and costs involved.
Once approved, we’ll arrange a presentation to all your employees explaining how auto enrolment works and the options available. We then present you with a personal introduction pack including a letter which we will construct on your behalf for your employees. We will have a 30 minute one-to-one with staff to discuss any further personal financial advice they may wish to receive and answer any questions on auto enrolment. Finally, we will advise on setting up the scheme on your behalf.