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For Financial Advisers

Your clients’ new favourite pension. And yours.

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

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Effortlessly manage pensions with time-saving automations

Our self service platform provides total visibility, freeing up your time to deliver top-notch client service and acquiring new business.

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

Slash processing time with modern, efficient payroll integrations.

And our dedicated support team is always on hand for any hiccups.

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Efficient payroll processing with our easy-to-use platform

We've trained tech to make it all easy.

Drag and drop payroll files to streamline payroll processing, reducing time and cost.

Stay in control, ensure compliance, and maintain 100% data accuracy with total visibility, timely reminders, and real-time file reviews.

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Empower a more confident generation of savers

Our 5* rated app actually engages employees with their pension, notifying them when employer contributions land.

They can find and combine old pensions or adjust contributions and investments easily, including sustainable options.

There's also access to our financial wellbeing programme including webinars, guides and FAQs.

Plus: jargon-free pension support, provided by our friendly customer service team.

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We've transferred 25 schemes over to Penfold so far, and it's been smooth sailing all the way.

Everyone loves the app, and charges are competitive without hidden costs or fees. No one wants to be stuck on hold. When we make requests of Penfold, these are all done quickly.

Chris Binns

Chartered Financial Planner at Moneyweb

    Penfold offers great customer service to ourselves as Payroll Managers but also to our employees, who value the app experience.

    Implementing Penfold has led to a decrease in our negative ticket numbers and we have far less payroll corrections to facilitate.

    Michaela

    Senior Payroll Expert at Deel

      There were a few reasons we looked to switch providers for our workplace pension those being: API, reduced costs for our workers, better app and website. These 3 things we found in Penfold, We have found the switch across very straightforward and stress free.

      Any queries we have we can ask the question and it is answered in a timely and efficient manner. We were provided with support for our transition and have now switched all our workers to Penfold and are very happy we have done so.

      Charlotte Barker

      Payroll Manager at JMK

        The Penfold Platform

        Save time with our modern pension processing platform

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        How we compare

        See how we stack up against other workplace pension providers

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        See how our pension platform saves time and money

        Automate and speed up time-consuming processes

        Enable fast, easy, and accurate payroll and pension processing

        Benefit from a concierge service from the Penfold customer support team.

        Book a Demo