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Get ahead of new pension changes for employers, we are here to guide you...
Louise Phillips, FMB Corporate Services Adviser
Caption: Louise Phillips, FMB Corporate Services Adviser

FMB was founded by a pension expert and we have been offering financial planning advice to SME’s on their group pension schemes and employee benefits for 30 years. Some of our first clients were companies, and we are proud to say that many of them are still with us today.

The most significant change to workplace pensions is happening right now. The government estimates that millions of people in the UK are not saving enough for retirement and so, has introduced legislation whereby all companies will have to automatically enrol their eligible workers into a contributory pension plan.

Our auto-enrolment support packages...

We’re here to help you overcome the challenges that auto-enrolment has faced you with and help to prepare you for the financial impact that it will have on your business.

For ONLY £250 (plus VAT) we will:

  • Provide an analysis on costs
  • Advise on which employees are eligible and when
  • Visit your business to make sure you are clear about your obligations and answer any questions you may have
  • Research the options available
  • Prepare a written report for your company with recommendations

If you require additional support or would like us to implement the recommendations for you, we can create a bespoke review package to accommodate all your requirements.

Your responsibilities as an employer…

As an employer you are responsible for ensuring that your chosen scheme meets the relevant rules and that you have registered the designation of your scheme with the Pensions Regulator. We can help you make sure you avoid hefty fines by getting it right first time.

Don’t sit on it!

If you leave it to the last minute you will restrict your options and end up with a scheme that may not suit your needs. Providers are under a great deal of strain and your business could end up stuck in a backlog. You may end up paying penalties for non-compliance as well as for any mistakes you may make as you rush into the new pensions world. We are already experiencing delays with even the largest pensions companies due to the increased demand.

Contact us today…

Our clients say…

  • We recently engaged with Financial Management Bureau to support our auto enrolment activity. Louise was able to make this subject easy to understand and her extensive knowledge and the dedicated way in which she approaches her work has made recent changes seamless.

  • Louise (Phillips) provides a first class service to the company for our employee pension scheme and also to many of the staff who require pension and other financial advice. Langdale is committed to providing employee benefits and working with FMB and Louise makes the provision of a good pension scheme possible.

Notices and promotions

  • Please note

    Auto-enrolment services are not regulated by the Financial Conduct Authority

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Financial Management Bureau Ltd is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786