We are here to help you and your business reach your financial goals

For more than 10 years Core Financial Services Ltd has been advising and supporting businesses across the country. Our approach is personal and bespoke. We come alongside our clients, take time to understand their business needs and share our expertise in financial management, employee benefits, insurance, investment and pension planning.

We’re upfront, open and honest in everything we do. Our one goal is to help our clients run their businesses in a more efficient, cost effective and productive way. Our team has a wealth of industry experience and stay on top of the latest legislation and industry changes so we can advise our clients on the best options for them.

Any great relationship starts with a conversation and we’d love the opportunity to speak with you personally about some of the ways we could financially strengthen you and your company for the future.

Meet Our Lovely Growing Team.

 Auto-enrolment affects every UK business

Roll out of the auto-enrolment legislation is already underway so you need to start planning now. The process takes at least six months of planning and with the right preparation, you can ensure the pension package you choose makes financial sense for your business and is of maximum benefit to your staff.

Your company will receive details of your staging date, which is the date when you need to have enrolled your staff into a qualifying pension scheme. If you fail to meet this deadline, The Pension’s Regulator could take severe action and fine you.

We can help you navigate your way through the options and make the right choice for your company

Get in touch today and we’ll walk you through the process, step by step.

Know your staging date

Know your staging date

Preparing for auto-enrolment can take up to 6 months, so while your staging date may be some way off, work actually needs to be started in advance. If you’re not sure of your staging date we’ll help you figure it out.

Assess your workforce

Assess your workforce

Did you know that those classified as self-employed and freelancers may still need to be assessed? Temps and casual workers may also need to be included. We will provide a comprehensive assessment with detailed advice and analysis to ensure that you have the right plan in place to give you peace of mind and security.

Review your pension arrangement

Review your pension arrangement

You will need to review all of your pension arrangements. Our expertise in the industry means we are well placed to provide you with the right advice and support on new and existing pension arrangements.

Be ready, 6 months in advance

Be ready, 6 months in advance

You should have your plan in place at least 6 months before your staging/implementation date. We will help you roll out and implement your plan, ensuring you are exactly where you need to be, when you need to be there.

Ensure everyone is connected

Ensure everyone is connected

Implementing these core changes in your company’s scheme requires many people to be involved. We will assist you with new procedures, liaise with HR and/or payroll providers, help with all compliance and support, registration and reporting requirements and everything else in between.

Begin communications

Begin communications

Ensuring that everyone is aware of their plan is a critical step in engagement and implementation. Not only that, but employers are required to provide certain statutory notices to their employees as part of auto-enrolment process within strict timescales. We’ll work with you on drafting and providing the right information at the right time.

Launch

Launch

Now that you have everything in place you can enrol employees. Ongoing monitoring is required and you must register with The Pensions Regulator. Employees who opt-out need to be auto-enrolled again every three years. Of course, we can help you with that as well.

 

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