Pension for Financial Advisers
Choose our cost-effective, tech-enabled pension that's easy to set up and saves hours of management time.
Why Penfold?
Save time
Spend less time managing your clients' pensions with our easy-to-use platform and time-saving automations.
Low cost
Save money with our cost-effective fee structure and free of charge salary sacrifice implementation.
Easy set up
Seamlessly switch pensions with help from our dedicated, experienced pension experts.
Tech-enabled
Our modern, technology-based pension has been designed with input from IFAs and employee benefit consultants.
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
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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