Call us on: 01242 230 024
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  • Home
  • About
  • Services
    • Pensions
    • Taking your Pension Benefits
      • Annuities
      • Income Drawdown
    • Investments / Portfolio Planning
      • Risk and Reward
      • Unit Trusts
      • Investment Trusts
      • New ISA (NISA)
      • Government Gilts
      • What is an OEIC?
    • Life Assurance
      • Term Assurance
      • Mortgage Protection
    • Corporate Financial Planning
      • Business protection/cover
  • Work Place Pensions
    • Who needs to be Auto-Enrolled?
    • What must employers do?
    • How much do we have to contribute?
    • What decisions do we have to make?
    • What will happen if we don’t comply?
    • Are there any other potential penalties?
    • How do I select a Default Fund?
    • How do I deal with opt – outs?
    • Acorn services
  • How we work
    • What do we offer?
    • Financial Review Process
    • Our first meeting
    • Analysis of your requirements
    • Our second meeting
    • Ongoing / Retainer Based Service
  • Documents
  • Links
  • Contact Us

Acorn services

You choose what service you want.

Employer Consultancy Services
  • Analysis of current Pension Arrangements
  • Analysis of Payroll Data
  • Advice on your Auto-Enrolment requirements
  • Advice on current Scheme (if applicable)
  • Help select QWPS provider / changes required to your existing Scheme
  • Help with Selection of Default Fund(s)

Communication Services
  • Delivery of Group Presentations
  • One to one Member Meetings
  • Handle all Member communications about the Scheme
  • Manage auto-enrolment process
  • Manage opt outs
  • Reporting to Employer periodically

 Administration Services
  • Project Management
  • Analysis and cleansing of payroll data
  • Member changes
  • Dealing with QWPS Provider
  • Liaising with HR / Payroll to ensure correct contributions deducted from Members
  • Run QWPS system on behalf of Employer to ensure correct contributions allocated to Employees’ Pensions
  • Individual and Scheme Record keeping
  • Handle all member enquiries

Individual Financial Advice
  • How to join Scheme
  • How much to contribute
  • Where to invest, default fund or otherwise
  • Advice regarding old pensions
  • Life Assurance
  • Investments
  • Income Protection
  • Ongoing Reviews

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Contact Details

Phone: 01242 230 024
for a FREE no obligation chat

Email: enquiries@acornfp.co.uk

You can find our offices at:
25 St George's Road
Cheltenham
Gloucestershire
GL50 3DT

Email Us

You voluntarily choose to submit personal details to us via this website. Personal information will be treated as confidential and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of products and services in writing, by email or by telephone.

Cheltenham Financial Advisers

We are Financial Advisers based in Cheltenham, Gloucestershire, operating for both Individuals and Businesses. We provide holistic financial advice on investments, savings, retirement planning, & non-investment insurance (life assurance, private medical insurance, critical illness cover).

Testimonials

"Acorn Financial Planning Ltd offer a fantastic service and I would highly recommend them"
Alan Howells

"The support provided by Acorn in establishing and running the Investment Solution has been excellent"
Paul & Debbie Bruce

The advice and/or guidance contained within this website is subject to UK regulatory regime and is therefore restricted consumers based in the UK. The Financial Conduct Authority does not regulate tax advice or services to employers regarding the legal obligations of auto-enrolment. Acorn Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority
Registered in England – No. 08580073 | VAT No: 186 0818 85 | © Copyright 2018