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Adviser template: Auto enrolment overview of services and fees

An editable template financial advisers can give to clients outlining the fees advisers charge for auto enrolment such as assessment and structure; identifying and recommending providers; member communications; implementation; updates and post staging/duties start date services.

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NOW: Pensions has a good technical infrastructure combined with a pension product suitable for our team. We couldn’t be happier with NOW: Pensions.
Martin Woods, SALT.agency