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Features
A true turnkey solution
More than a white label platform: with regulation, administration, discretionary fund management, a suite of employee benefits and in-house expert support; we have everything you need to launch your proposition quickly and cost efficiently.
Authorised and Regulated
Whether you want to offer a stand alone white label solution of fully integrate into your existing eco- system.
Tax-Efficient Accounts
A comprehensive suite of investment products across Cash, Stocks and Shares and Pensions.
Automated Comms
Making Advisor, Partner and Employee duties simple without automated client comms
Employee Benefits
Tailor a suite of benefits to support your workforce, all managed from your Employer portal
Employer/Employee Portals
Information, integration, automation. Everything you and your users need to manage your accounts
Funds & Management
Offer a wide range of funds from the world's leading asset managers, including the eurikah industry-leading funds
Outsourced Administration
From onboarding to regulatory reporting, our administration services streamline your operations, reduce overhead, and ensure every detail is handled with precision
Trade & Custodian Services
All the core services you need to launch a savings or investment product. Including client monies held in segregated accounts with Tier 1/2 UK banks, integrations with leading counterparties and FSCS eligibility.
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Authorisation and Regulatation
Safe And Secure Foundations
Leverage our full PaaS solution to validate and scale your proposition, add value to your users quickly and avoid lengthy direct authorisation processes and responsibilities.
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Book A Demo [Week 1]
We'll take you through the full range of capabilities, understand your high level proposition and success criteria and steer you on key focus areas.
Define You Proposition [Week 1]
We'll align on your detailed proposition, target clients and map the capapbiltiies you do and don't require.
Configuration and Set Up [Week 2-4]
Whether you choose to white label or integrate into your existing eco-system, we'll ensure everything is set up and configured, ready to launch.
Testing And Comms [Week 4]
As launch approaches, we'll support you in testing key processes and procedures and awareness/activation plans too.
Launch [Week 5+]
You're live and your customers love your new proposition. Our team of experts remain on hand to support you, whenever you need it.
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
