Help your team combine old pensions
Empower your team to take control over their retirement finances and give them the ability to grow them faster with our industry leading investment funds.
Plus get them engaged in their pension with our 'Demystifying Pensions' workshop.
As with all investments, your capital is at risk
Help your team
combine old
pensions
Empower your team to take control over their retirement finances and give them the ability to grow them faster with our industry leading investment funds.
Plus get them engaged in their pension with our 'Demystifying Pensions' workshop.
Request a free callAs with all investments,
your capital is at risk
Transfer and combine
Combining private pensions into a single Penfold account is free and our specialist team will manage it for your team.
If your team members already have their old pension details we can start the process immediately, otherwise our Find My Pension tool can help them track down any missing information.
Once a pension transfer is submitted, we'll contact the previous providers and begin the process of combining the old accounts into your team members' Penfold pension. They'll be able to stay up to date with progress on their Penfold dashboard.
Free pensions workshop
Penfold will come to your business, in-person or virtually, and give an engaging 'Demystifying Pensions' workshop for the whole team.
We'll show you and your team how to use their pension effectively to maximise retirement goals and ensure tax efficiency.
Pensions are one of the most expensive employee benefits - help your team understand them better.
The future of workplace pensions
Our cutting-edge, cost effective scheme makes auto-enrolment effortless with:
- Salary sacrifice: Your team can save money with salary sacrifice or relief at source, reducing your National Insurance bill. We can set this up for you
- Tax reclaims: Penfold can help your team submit tax claims and automatically arrange additional tax relief for higher rate earners.
- Painless admin: Integrate Penfold with your payroll and submit contributions in a few clicks, forget about regulatory returns - we submit them automatically, switch over in one week.
- Top performing funds: Penfold was 2021’s best-performing workplace pension with our hand-picked pension plans.
Get in touch
Our team is made up of experts in pensions, technology, security, operations and customer services. You can reach us any time on chat, by phone or on email.
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