Why choose Royal London for Pensions? - Royal London for advisers

Supporting you and your business is one of our top priorities and we believe customers enjoy better financial futures when advisers and providers work together.

But don't just take our word for it...

A view from Sue Smith, Group Benefits Manager at Franklyn Financial Management Ltd

As a Senior Partner Practice of St. James’s Place Wealth Management, we are extremely experienced in implementing auto enrolment schemes for our key business owners. In making our recommendation, naturally it is important that the pension scheme offers the most suitable solution. However, it is just as crucial that the provider we choose has a first rate level of service to support our clients and their employees for the long-term journey. Royal London are one of the providers that would fit this bill.

Our Royal London Business Development Manager, Steve Whitley, understands the importance that we place upon our auto enrolment service and is very pro-active in his approach. He will regularly provide updates on system enhancements and the latest regulatory news, which of course is very useful. Whatever the question, I am confident that Steve has always delivered.

First impressions are very important, and Royal London are among the providers that have a robust implementation process and a good blend of easily accessible ongoing support and information to help employers. Advisers also have online access to their schemes so they can keep track of members plans and download statements, which of course is a very useful feature to help manage member reviews.

A word from Tony Mudd, Divisional Director at St. James’s Place

While automatic enrolment staging for existing business came to an end in February 2018, the workplace pension market is most definitely still a growing market. Initially most employers focus was perhaps unsurprisingly on meeting their compliance requirements in establishing a suitable automatic enrolment scheme. However many employers are now looking to review their scheme with a more paternal lens, as they’ve grown to understand the important role a quality workplace pension scheme can play in both the recruitment and retention of staff.

Consequently the secondary market has really started to evolve and this, coupled with the many emerging new businesses, continues to provide a range of significant advice opportunities. We established our workplace pension panel to help SJP Partners provide corporate clients with the very best solutions and support available on the market. While the workplace pension conversation itself provides a significant advice opportunity with business owners, it also opens doors to a number of other opportunities such as business protection and at retirement advice. It’s many experts view that the workplace pension market could well be the future of mass affluent advice and is an area I’m keen to ensure SJP Partners are well positioned to take advantage of.

Why Royal London

Royal London workplace pension

Whether you’re helping your clients set up their first scheme or reviewing their existing provider, we want to make it simple for you to recommend Royal London.

Workplace pensions investment options

We offer a wide range of carefully crafted investment portfolios and strategies for you and your workplace pension clients to choose from.

What makes Royal London different

As a mutual, we believe our members and customers should share in our success. Did you know we’ve awarded over £1 million to clients of St. James’s Place Partners since ProfitShare began in 2017?

Switching your client’s pension scheme

Our workplace pension scheme is simple to switch to, easy to administer and provides dedicated support and training for your clients and their employees.

Support for St. James’s Place Partners

Workplace pensions calculator

This calculator helps you build a clear service proposition, while attracting and retaining profitable corporate clients.

Saving with salary exchange

Salary exchange is a great way to help employers improve their employee benefits package and save money, while generating additional revenue for yourself.

Our salary exchange calculator

Produce statements detailing total savings, pension contributions and take-home pay at employee level.

Scheme governance report

Provide a comprehensive review of your client’s Royal London scheme to support your conversations with them. Login to find out more.

Auto enrolment

We have a comprehensive toolkit of support material to help you understand what auto enrolment is all about, why it's happening and what it means for your client's business.

Workplace pensions and business protection webinar

In this webinar Justin Corliss, Senior Pensions Development and Technical Manager, discusses additional opportunities arising from being active in the workplace pensions market; such as advising the business owner themselves and the people they employ. He also considers the use of salary exchange within workplace pension schemes.
We then spend some time on Business Protection with Shelley Read, Senior Pensions Development and Technical Manager, who gives an overview on the types of protection products available to your business owner clients.