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Pension for Financial Advisers

Choose our cost-effective, tech-enabled pension that's easy to set up and saves hours of management time.

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Why Penfold?

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Save time

Spend less time managing your clients' pensions with our easy-to-use platform and time-saving automations.

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Low cost

Save money with our cost-effective fee structure and free of charge salary sacrifice implementation.

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Easy set up

Seamlessly switch pensions with help from our dedicated, experienced pension experts.

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Our modern, technology-based pension has been designed with input from IFAs and employee benefit consultants.

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Benefits for your clients

Payroll integration: Slash processing time with our elegant, efficient payroll integration. API-based with constant iteration & improvement for a sleek user experience.

Unbeatable employee support: Never answer a pension question again. Our team of pension experts integrate with your client’s chat platform and answer questions directly.

Industry-beating fund performance: Our dynamic investment strategy prioritises growth. That’s why we had the best performing workplace pension plan in 2021*.

Free for employers: Save money for your clients with a pension solution that is free for employers, forever.

Salary sacrifice: Free of charge consultation and implementation for tax efficient contributions.

*Dean Wetton Advisory UK Limited. (2021). Default Universe Comparison

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Benefits for your clients’ employees

Easy-to-use app: Discover the intuitive pension app that employees love. Find and combine old pensions, set savings goals and get a notification whenever your employer contributions land.

Dedicated support: Enjoy 1-2-1 account management and support from our friendly team of pension experts. Always available online, on the phone or directly via your Slack or work chat.

Sustainable funds: Let your employees save in line with their ethics with investments that aim to make a positive impact on the world without sacrificing growth.

Employers already using our pension

Set up a new client today

Contact us by email, call 020 8003 5908, or enter your details and one of our experts will get in touch with you.

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