This national award has confirmed Tailored Auto Enrolment’s position as the leading financial adviser group for delivering workplace pensions solutions.
The industry respected award is recognition of a proposition that delivers value for money, awareness of issues and trends whilst demonstrating market leading knowledge and application.
In addition, there is access to a market leading full audit service on existing pension schemes to ensure contributions and deductions are correct coupled with advice on the best solution for those companies who want 100% of employees pay to be pensionable.
This is the third year in a row that the company have been short listed for the award and so it proved to be third time lucky.
The company, which formed 4 years ago, is part of Tailored Wealth Financial Management Ltd who are regulated independent financial advisers and are based in Teignmouth and Plymouth. The co- founders are
"No other company has been short listed 3 years in a row for this award, so that in itself is an achievement- to now be winners as well is reward for all of the hard work that has gone in to delivering the best service to our clients.”
Antony Codner – Co- founder
Zoe Sokolowski, Auto Enrolment co-ordinator explains what sort of companies now use Tailored Auto Enrolment.
“We now see larger companies coming to us who want someone to oversee that their processes are correct and that they are auto enrolment compliant. We also finding a growing number of smaller companies ask for us as they have now taken on their first employee and want an auto enrolment expert who will look after them.”
Zoe Sokolowski – Auto Enrolment Co-ordinator
Jane McCabe one of the co-founders added.
“We take great pride in the fact that we have created a scale-able business which allows us to cater for companies with 150 employees as well as micro companies who have just taken on their first employee.”
Jane McCabe – Co founder
Mark Tipper explains:
“We’ve been learning about the work of Carol Dweck on mindset for over 7 years and are big fans of Matthew Syed who has beautifully articulated what growth mindset is. We have also done our own research on culture and habits and incorporated all of those into rewiring ourselves and changing the way we look at things and how we do things. This award is to show the students of the schools where we are governors, that the combination of purposeful practise, a growth mindset and an “understanding of how failure works©”, can be life changing.”
Mark Tipper- Co- Founder
The next challenge for Tailored Auto Enrolment is to build upon this success by providing employees with the tools to make sense of pension projectionsand plan successfully for their future whilst investing with a social and ethical ethos.
To know more about how Tailored Auto Enrolment can help your company with its workplace pension and auto enrolment duties please contact our head office on 01626 777 934.
Through our regulated company, Tailored Wealth, we can also advise on pensions, investments, Inheritance Tax and protection - individual and corporate.
For confirmation of the winners list please click on the link below: