Autumn Budget 2024: Read our update
Fully managed switching makes it easy for your clients to move from Nest to Penfold.
We’ll introduce you and your client to a named support manager
Your account manager will handle comms, tech, and every other aspect of your switch
Our expert will launch the pension and invite members to Penfold’s pension app
Every week our account managers help workplace clients and new members move their pension plans to Penfold. To make this easy we offer a number of tools, workshops, and processes.
Moving your clients’ pension to Penfold only takes a few weeks. We’ll manage the switch for them, and provide ongoing support for new joiners too.
This Month
Next Month
Ongoing
We’ll take on most of the work that’s involved in switching your clients from a Nest pension to a Penfold plan, though there are couple of things we need from you and your client.
What you’ll do
What your client will do
What Penfold will do
Penfold is the tech-first, engaging alternative to Nest's basic out-of-the-box pension. Our pension experts and employee tools help your team understand, access, and make changes to their pension so they can take steps towards a happier, more financially secure future.
See how the two compare below, or read the full Nest vs Penfold comparison.
Speak to your future account manager about how we’ll make it hassle-free for your clients.