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Aviva and Defaqto launch workplace review guide for advisers

pension retirements planAviva and Defaqto have launched a guide for advisers looking to secure a better deal for employer clients and take a more active role in the workplace in the wake of auto-enrolment.

With all UK businesses now enrolled, Aviva and Defaqto note that many are reassessing whether their schemes are giving them the best value for money.

The guide looks at how advisers can evaluate an existing workplace pension scheme’s suitability, assess value for money, and take a more active role to win business in a growing market.

It also highlights the impact of discrimination and other legislation relevant for advisers working with the schemes, as well as offering a one page checklist to help advisers evidence the suitability of their advice.

Defaqto head of insight for wealth and protection David Cartwright says: “While cost and service are common triggers for the workplace pensions to be reviewed, every employer must go through a three yearly re-enrolment process, and this creates the perfect opportunity for advisers to help their employer clients.”


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