A better pension experience for your clients. More flexibility, less admin and a team that’s there when you need us.
Every employer gets a dedicated support team to help with onboarding, payroll and ongoing questions.
Your clients get a real person to speak to, backed by our wider support team.
We can tailor our annual management charge to suit your client’s needs.
We can also arrange for your agreed adviser fees to be collected, helping keep everything simple.
Whether you’re advising a company director or a business with hundreds of employees, we can help.
There’s no minimum scheme size, so you can recommend Penfold to clients of all sizes.
Our easy-to-use app helps employees understand and manage their pension.
They can track contributions, see their balance, change what they pay in and nominate beneficiaries.
We’re proud to work with advisers who trust us to look after their clients.
Everyone needs an auto-enrolment pension scheme, so why not use the best one? Penfold really stands out with the customer service it offers. They’re so much more flexible and on top of things than any other pension provider I’ve spoken to. Investment performance is most important, and Penfold’s historical performance is excellent.
Your clients have enough to manage without worrying about their workplace pension. Penfold makes the day-to-day easier, with a simple employer dashboard, guided payroll setup and dedicated support.
A pension should feel useful long before retirement. With Penfold, employees can see how their pension is doing and take control of their savings through our app.
Every client is different. Their pension arrangements should reflect that. We work with advisers to understand their clients’ needs, from scheme size and pricing to implementation and ongoing support.
Clear charges, established investment partners and the information you need to assess Penfold.
Our standard annual management charge covers investment management, administration, our app, employer platform and support.
There’s no employer fee for standard setup, onboarding or ongoing support.
We can also discuss tailored pricing for adviser-introduced schemes.
We work with established investment partners, including BlackRock and HSBC.
Our investment options are designed to support different needs and preferences.
Our default investment approach is designed to reduce investment risk as members get closer to retirement.
Penfold Savings Limited is authorised and regulated by the Financial Conduct Authority (firm reference number 826097).
Penfold is also registered with The Pensions Regulator (PSR number 12017682).
Member assets are held separately from Penfold.
We’ll help you and your client every step of the way.
We’ll discuss their needs, current arrangements and what they’re looking for.
We’ll help with due diligence, pricing and any questions about Penfold.
A dedicated Pension Success Manager will guide onboarding, payroll testing and the first live payroll.
Your client gets ongoing support, employee communications and regular scheme reviews.
Penfold really stands out with the customer service it offers. They’re so much more flexible and on top of things than any other pension provider.
The platform gives me easy access to all my clients – then I can process their pension contributions right there. That's really easy and straightforward from my point of view.
The clarity, simplicity, and hands-on support make Penfold the easiest way to manage payroll.
Penfold's API has really helped our payroll management process, saving hours of manual work every week. The support and flexibility Penfold offers is unmatched.
Penfold transformed auto enrolment pensions from a compliance exercise into a value-added service for our clients and their teams.
With Penfold, we have a pension partner that supports us and our clients, allowing us to focus on strategy and client relationships.
Penfold's user-friendly approach and transparency revolutionised how we manage pensions for our clients.
Penfold really stands out with the customer service it offers. They’re so much more flexible and on top of things than any other pension provider.
The platform gives me easy access to all my clients – then I can process their pension contributions right there. That's really easy and straightforward from my point of view.
The clarity, simplicity, and hands-on support make Penfold the easiest way to manage payroll.
Penfold's API has really helped our payroll management process, saving hours of manual work every week. The support and flexibility Penfold offers is unmatched.
Penfold transformed auto enrolment pensions from a compliance exercise into a value-added service for our clients and their teams.
With Penfold, we have a pension partner that supports us and our clients, allowing us to focus on strategy and client relationships.
Penfold's user-friendly approach and transparency revolutionised how we manage pensions for our clients.
