Penfold

getpenfold.com

Elis

Laura

All you need to know if your thinking about opening an account

Opening a Penfold pension

Anelle

Access and control your personal account in our app

Your Penfold account

Jennifer

Pension transfers

Understand auto enrolment and workplace contributions

For employees

Frankie Dewar

Investing

Paying into your pension

Valentina Zanelli

Government tax relief

Learn how much your pot will be worth at retirement

Your Forecast

Withdrawing from your pension

Andrea

Quick guides for employers and payroll teams

For employers and accountants

Everything you need to know about pensions

Pensions explained

This FAQ explains how we can help if you’re going through difficult circumstances, including health issues, financial struggles, or accessibility needs.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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