01283 761866

Our Services

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1-2-1 Technical Presentation              £295.00

Prefer a 1-2-1 presentation at your workplace? 

  • Pre-presentation telephone discovery 1-2-1.  
  • In depth explanation of the legislation at your workplace.  
  • Copies of the slides
  • Cost refunded if you appoint Jay Financial for your auto-enrolment pension consultancy services. 

 Book now by calling 01283 761866.



1 Day Workshop: England                  £395.00


Designed for companies who want to use NEST, the national, not for profit, pension scheme designed specifically for auto enrolment.  Intensive training to equip you with the knowledge, and tools you will need to implement the processes yourself. 

Visit our Workshop page for more information and on-line booking form.    

Includes:

  • Pension scheme design and set up on the day
  • Worker assessment tool
  • Auto enrolment manual
  • Enrolment with the Pension Regulator 
... and much more!
                      
If you are an association and require workshops for your members please get in touch.  We can provide a regional tailored workshop.  
 
   

In-House Training                               £995.00


Designed for companies who want to implement auto-enrolment themselves but prefer a 1-2-1 training package at their workplace.  

Includes 

  • Pre-training ‘discovery’ meeting.  
  • Pension scheme design and set up on the day
  • Worker assessment tool
  • Auto enrolment manual
  • Enrolment with the Pension Regulator 
....... and much more!


Visit our In-house Training page for more information or Telephone 01283 761866 


Regulatory Statements

Jay Financial is authorised and regulated by the Financial Conduct Authority

FCA Firm Number: 450655

Telephone : 01283 761866

Partners (advising) : Jacqueline Fancourt

Partners (non-advising) : William Fancourt

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FCA consumer website - The Money Advice Service - please click here

To verify our status with the FCA, click here and key in our FCA number: 450655