Every eligible employee must be offered a Qualifying Workplace Pension. Intelligent Money provides cutting edge software to enable employers to seamlessly meet the automatic enrolment rules.

 

The entire system is automated and can accept every employee from every company without limitation or scheme pricing.

 

All required documentation, opt out notices and re-opt in events are generated and stored automatically, ensuring full compliance with the new pension rules.

 

The software also features an adviser portal (where advisers can see all their clients), and employer portal (where companies can view everything relating to their scheme) and an employee portal (where individual members can access information regarding their individual schemes).

 

To work alongside this software we have developed an automatic enrolment qualifying Default Portfolio for employees who do not wish to engage in selecting an IM Optimum Portfolio for their Qualifying Workplace Pension. Business owners are also able to activate commercial property SIPP functionality and all members can access flexible drawdown.

 

Our online application process takes only five minutes and is free of charge. We are also able to offer a full on-boarding service that manages the payroll uploads on your behalf.