Everything you need to get your Clients Ready
For larger companies, auto-enrolment is already a reality; for small to medium-sized businesses, their auto-enrolment staging dates are fast approaching and will soon become a reality for them too.
Your clients will need your help to ensure they are compliant in their payroll and help to choose the right pension scheme for their employees and since no company will be able to make the transition to auto-enrolment without at least some external advice, it makes sense to be in the best position to be able to help them when they do ask (or maybe even before they ask).
Whichever way you choose to communicate your auto-enrolment compliance with your customers – whether by post, seminar or via your website – our complete auto-enrolment marketing kit for accountants makes it simple for you.
It contains everything you need to help your clients get ready for auto-enrolment compliance; but with none of the added stress of preparing it yourself and at a price that’s great value for money.
Each pack contains
Letter to send out to existing clients
This letter contains information for your clients about what they need to do to prepare for auto-enrolment and how you can help them. We suggest sending out a letter now, then again 12 months before your client’s staging date, and then again six months ahead of their staging date.
Letter to send to prospective clients [get ahead of their accountants!]
This letter is designed to be sent to prospective clients and notifies them what you could do to help them prepare for auto-enrolment. We would suggest the same mailing schedule as above. We can help you obtain a prospect database showing the number of employees in a company so that you can include the staging date in the letter for maximum impact with prospective clients. Contact us for more information.
A Guide to auto-enrolment
This comprehensive booklet is designed to help your clients understand more about their obligations as an employer and explains how you can help their business prepare for auto-enrolment compliance.
Choose a PDF format for your marketing department to design and print, or, alternatively we can add your logo and print copies on your behalf – standard prices quoted for 250/500/1000 copies, or a separate quote for an alternative number of copies.
A Q&A Guide for auto-enrolment
This useful booklet answers the auto-enrolment questions that your clients may have.
As with the guide, you can either choose from a PDF format of the booklet to design and print yourself or ask us to add your logo and print copies for you – standard prices quoted for 250/500/1000 copies, or a separate quote for an alternative number of copies.
A seminar kit
Each pack contains standard PowerPoint presentation content (for accountants and IFAs), and a seminar invitation and feedback form, all of which you can amend to suit your own event.
Web page content about auto-enrolment
Promote your auto-enrolment expertise to clients and potential clients with a page on your website which includes links to PDF downloads to the guides if required.