How we supportyour People
Your workplace pension is not just a compliance requirement. It is a reflection of how you value your employees and their future.
At Whiteleaf, we work alongside employers to manage, communicate and strengthen workplace pensions and employee benefits. We combine regulatory oversight with meaningful employee support, helping you meet your duties while giving your people clarity and confidence.
Workplace Pension Oversight
Dedicated Pension Management
We act as your ongoing pension partner, supporting HR and payroll teams with day to day administration, provider liaison and technical guidance. You gain structured oversight without adding internal pressure.
Annual Governance Review
Each year we formally review your scheme’s administration, charges, fund performance and compliance processes. This helps demonstrate that your pension provision is delivering appropriate outcomes.
Automatic Enrolment Support
Automatic enrolment requires continuous worker assessment, accurate communication and record keeping. We help you maintain a robust and defensible process at every payroll cycle.
Pension Design and Review
Workplace Pension Recommendation
Where a new scheme is required, we assess your workforce and payroll structure before recommending a suitable qualifying pension provider aligned to your needs.
Existing Scheme Audit
If your current arrangement raises concerns around performance, charges or compliance, we provide an independent review with clear recommendations.
Payroll and SMART Pay
Payroll Integration
We work directly with your payroll provider to ensure pension contributions are set up correctly and reported accurately, reducing administrative risk.
SMART Pay Salary Exchange
SMART Pay is a tax efficient salary exchange arrangement that can increase employee take home pay while generating employer National Insurance savings when structured appropriately.
Employee Support
Workplace Pension Helpline
Employees are given access to regulated support for pension queries, helping protect your business from the risks of inadvertently providing financial advice.
Pension Profiling and Planning Meetings
Through individual sessions, employees see a consolidated view of their projected retirement income in today’s terms, helping them better understand their position.
Education and Financial Wellbeing
We deliver pension education sessions and provide on demand learning resources covering retirement planning, State Pension and related topics.
Regulated Financial Advice
Personal Financial Advice
Where employees require personalised advice, we provide access through a secure portal. Advice may include retirement planning, protection solutions and other regulated areas, subject to suitability assessment.
Pension Transfer Analysis
For employees with existing pension arrangements, we can provide a regulated comparison of projected outcomes before any transfer decision is made.
Broader Employee Benefits
We can support the design and implementation of additional employee benefits including life assurance, income protection, health related cover and financial wellbeing services, structured within a compliant framework.
Why Work With Whiteleaf
Your workplace pension is a long term promise. It reflects how seriously you take your responsibilities, and how much you value the people who contribute to your organisation every day. Choosing the right partner is not simply about administration. It is about trust, consistency and knowing that the details are being handled properly.
At Whiteleaf, we provide structured oversight, clear communication and regulated support within a Financial Conduct Authority framework. We work alongside you as a steady partner, helping you meet your duties with confidence while ensuring your employees feel informed, supported and valued.
