Santorini Financial Planning's Matthew Walne is one of four advisers collaborating on the Auto-Enrolment Advisory Group which offers support to advisers looking to get into the auto-enrolment market. Helen Morrissey asks him about his plans.
1. How did you come up with the idea for the Auto-Enrolment Advisory Group?
The idea came out of a few initial conversations I had with the co-directors (Ian Highton, Chris Daems and Bridget Greenwood). I had gone to a conference early in January 2013 where Steve Bee was talking about the tsunami of smaller employers going through auto-enrolment over the coming 18 months.
We realised that if we had questions about how to engage with this market then there are bound to be other advisers with these questions too. We believe auto-enrolment presents the advisory community with a massive opportunity and there needs to be support structures out there to help them make the most of it.
As a result we decided to develop a proposition to help advisers get to grips with this.
2. What kind of support does the group offer to advisers?
If you go on to our website (http://www.aeadvice.co.uk/) you will see there is a lot of information such as video guides for how to move forward. Areas covered include how to charge for the auto-enrolment service you provide.
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