How To: Client Set Up

How To:
Set Up Your Client

Helping your clients get up and running takes minutes.

Get started by offering the eurikah pension as an opt-in alternative alongside an existing auto enrolment scheme, with no switching overheads and no set-up costs.

Get Started Today

Client Set Up

Ready, Set... Grow.

We've made getting started quick and simple.

Create Account

Get in touch and we'll help you create your client's account in seconds

Provide Employee Info

Transfer your client's employee details, we'll help with the formatting

Connect

Connect your client with their account via our pension platform

Launch

Your client can immediately begin making contributions

Get Started Today

Workplace Pension

The Workplace Pension, That Works

Powerful, self-serve product and growth analytics to help you convert, engage, and retain more users. Trusted by over 4,000 startups.

Auto Enrolment or Opt-In

Set up eurikah as an alternative to an existing scheme, or as an employer's auto enrolment scheme, with no set up fees.

Salary Sacrifice

Reduce employer costs and increase employee contributions with a range of salary sacrifice options, to support all business types.

Automated Comms

Automate employee comms to easily keep on top of regulatroy duties.

FSCS Protected

Additional peace of mind with Financial Services Compensation Scheme eligibility upto £85,000.

Get Started Today

Why eurikah?

Leading Performance and Value.

The UK workforce need a more suitable pension scheme; one that can provide a secure and comfortable level of retirement income.

Performance

eurikah leads the industry in performance, meaning our pensions are capable of providing suitable levels of retirement income, where others are falling short.

Value for Money

eurikah pension users also enjoy the best value for money scheme. We provide the most return for every £1 spent in fees, making your money work harder, for you.

Get Started Today

Source: fundinfo (2014-2024) Past performance does not guarentee future returns.

Accounts

Save and Invest With The Best

Access a wide range of tax-efficient account wrappers, across savings, investment and pensions.

Cash Savings

Help your users save their emergency fund with our range of cash savings accounts or Cash ISAs

Investments

We have the full family of ISA accounts, as well as a GIA, to help you bring the most appropriate investing services to your users

Pensions

Workplace or personal we have a range of accounts and contract types to support a wide range or retirement saving scenarios

Get Started Today

Learn More

Support

Frequently Asked Questions

Everything you need to know about the eurikah workplace pension.

Are you auto-enrolment compliant?

Yes. You can select your contribution basis (by qualifying earnings of by certification), set up a pay reference period, even set a postponement period if required.

Our team of pension experts are on hand to help you get set up and running quickly, automate cyclical re-enrolment and manage any opt-outs.

Can i open a GIA, ISA or SIPP and invest in the eurikah portfolios?

Yes. If you're an individual investor interested in taking advantage of eurikah portfolios, please get in touch here.

What are the fees involved?

Each scheme is priced individually, depending on a range of requirements. If you'd like to discuss your specific needs please don't hesitate to get in touch here.

Is the eurikah pension safe?

In short, yes! We're set up, administered and regulated like any other pension scheme in the UK.

The eurikah pension scheme is administered by Astute Finanical Management (UK)Ltd, who are authorised and regulated by the Financial Conduct Authority.

Our scheme is also protected by the Financial Services Compensation Scheme.

Clients monies are held in segregated accounts via Tier 1 UK banks and client assets are also held in trust.

This is designed to ensure that should anything unforeseen happen, your cash, assets and financial future are never at risk.

Can we offer the eurikah pension alongside our existing scheme?

Absolutely. Setting up a scheme to run alongside your existing provider is quick and easy, we'll even come onsite or attend team meetings online to raise awareness of the eurikah pension and its potential benefits, to your employees.

It's then up to your employees if they want to opt-out of your current scheme and into eurikah. We can then integrate into your systems to make running the scheme simple, easy and fast.

Get in touch today and we can support you getting started!

Do you support additional tax-efficient savings, like Workplace ISAs?

Yes! We can offer a range of tax efficient investment wrappers that can be harnessed to further support employee financial prosperity, if you'd like to know more about setting up a Workplace ISA or any other supporting schemes, please get in touch here.

Is eurikah available as a 401(k) or to other non-UK based companies?

Yes, the eurikah pension scheme can be adminsitiered globally. If you would like to offer the eurikah pension to employees outside of the UK, please get in touch here.

Do you offer salary sacrifice?

Yes! we offer both contributions using salary sacrifice or contributions via net pay

Making Retirement A Reality. It's about time

Time is a pension's greatest asset. Get started today and begin reaping the rewards
of a workforce that feels valued, who have their financial futures in good hands

Get Started Now

How To:
Set Up Your Client