For employees and company directors
For accountants and advisers
Yes! Advising employers on workplace pension scheme selection is not regulated advice. So, you can assist your clients by providing information, comparing schemes and making recommendations.
By elevating your practice offering, you can strengthen your relationships with the people that matter most:
Save money with a no-cost platform and tax-efficient contributions while attracting and retaining the best talent
Lower corporation tax by paying profits into a pension, with easily adjusted one-off contributions
Set and reach retirement goals with a modern and simple-to-use pension app
Quickly get set up with our platform and start adding your clients in three easy steps
Get help switching from old pension providers and onboarding new savers
Reach out to our experts by phone or email for any help getting started
Upload contribution files straight from your payroll software –or simply drag and drop
Use our advanced tech to autocorrect errors – meaning each submission takes an average of 43 seconds**
Access contribution data, statuses and histories, as well as opt-out summaries and employee details
Every Penfold partner gets a named account manager to support you, available by phone or email from day one
Our team of pension experts are on hand to answer any questions from your clients and their employees
Save money with a pension solution that's free forever for accountants and employers, with no hidden fees
An annual rate, based on a percentage of their total pot, made up of a pension administration and investment management fee
Switching support and account management are included – and there are no contribution fees whatsoever
With a 5-star Defacto rating, 4.4 Trustpilot score, and 5-star rated savers app, you can trust Penfold to look after your future
Our default Standard Lifetime plan, managed by BlackRock, has outperformed the defaults of other auto enrolment providers***
With free support to set up salary sacrifice, you can reduce NI tax for employers and individuals without reducing pension contributions
* Based on an internal user interaction survey - Feb 2024, available on request
** Based on internal user data, available on request
*** Based on annualised returns data collected by Dean Wetton Advisory, available on request. Past performance is not an indicator of future returns.