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How can I give someone else access to my workplace pension scheme?

Written by Laura

How can I give someone else access to my workplace pension scheme?

If you’d like someone to help manage your workplace pension scheme, we can give them access to the Penfold workplace platform.

This could be your:

  • Accountant

  • Payroll provider

  • Colleague

How do I give someone access?

Get in touch with our Customer Support team by emailing autoenrolment@getpenfold.com and send us the following details for the person you’d like to add:

  • First and last name

  • Preferred email address

  • Company name. This could be your company, their accountancy firm or payroll provider

  • Company number for the company listed above

We’ll use these details to get their access set up.

Are you an accountant or payroll provider?

If you manage workplace pensions for multiple clients, we can set you up with your own Penfold adviser account.

This lets you manage multiple workplace pension schemes from one place, using the same login.

Send our Customer Support team the details listed above and we’ll get your adviser account set up for you.

You can also find out more about Penfold for advisers and how we can help you manage your clients’ workplace pensions.

Need help?

If you’re unsure which type of access you need, get in touch with our Customer Support team by emailing autoenrolment@getpenfold.com. They’ll be happy to help you get set up.

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