Visionary offer a fully managed affordable auto enrolment and workplace pension solution for your business.
Our in house team offers payroll, workplace pension and auto enrolment expertise. Our accountancy and wealth management teams work together on your auto enrolment plan to provide solutions quickly to ensure you meet your staging date.
Our Auto Enrolment Experience
Richard Porter and Simon Hawker have managed auto enrolment projects and set up workplace pensions for many large employers.
Many of the auto enrolment and workplace pension solutions have been challenging, due partly to circumstances within the company. For example, 4, 4, 5 payroll frequencies combined with 40% staff turnover based over 120 sites.
The following team members work within our auto enrolment department.
Simon is a Corporate Benefits & Compliance specialist as well as being a hugely experienced financial adviser. After graduating from University he spent 6 years working for National Provident Institution, working his way up to managing a team of corporate pension consultants. In 1998 he joined Bradstock Group PLC as an Employee Benefit Consultant, specialising in advising Companies with their benefit solutions. In 2003 Simon formed Lonsdale Services which he has continued to successfully build with the aid of his colleagues. Simon is now working with Visionary Accountants to deliver wealth management and financial services solutions to our clients.
Simon’s profession enables him to enjoy cycling, kayaking and walking with his family.
Richard graduated from University in 1995 with a 2:1 BA Hons in Financial Economics.
He then spent 8 years working for National Provident Institution, working his way up to senior consultant, focusing on large national advisory firms. Richard is an experienced financial advisor who has focused on high net worth business owners dealing with their pension, investment and tax planning needs. Whilst also advising and implementing staff benefit packages for employees. He has been increasingly involved with designing and implementing auto enrolment solutions over the past 18 months. Richard is now working with Visionary Accountants to deliver holistic Trust, Tax and Investment advice and Auto Enrolment solutions to our clients.
“I enjoy spending time with my young family and taking them on Holiday and the occasional game of Golf.”
Chris is originally from the south coast near Portsmouth. He moved to St Albans in 2004 and now lives here with his family. Chris is qualified as a Chartered Management Accountant and specialises in working closely with business owners to provide essential management information and strategic financial planning they can use to improve business performance. Having started his career (briefly) in Banking he has mainly worked for 14 years as a Financial Controller for a large privately owned group of companies covering electrical wholesaling, software development and manufacturing across the UK and Southern Ireland.
“When not spending time with my young family my interests include golf, sailing, rugby, fine wine and skiing. I am also a proud supporter of St Albans City Football Club for whom we are corporate sponsors this season.”
James comes from Kendal near the Lake District. He moved south to join Visionary Accountants in March 2014 as an Accountant.
James specialises in auto enrolment provision. He also provides compliance tax and accounting services to a broad range of small to medium-sized businesses, as well as individuals and sole-traders.
James has worked in practice since 2005 after leaving secondary school. He has gained a vast array of knowledge working for both small and large accountancy firms. He is currently studying towards completing his AAT qualifications and has future aspirations to study ACCA.
“In my spare time I enjoy socialising with friends and playing various sports.”
Originally from London, Tena now lives with her family in St Albans. Her background encompasses a wealth of experience in Human Resources and Payroll Management spanning 25 years.
Her career started managing the Payroll for Johnson Matthey Plc; a multinational chemical and precious metals Company, before heading up the Group HR facility for Avenue Investment Company Limited which incorporated businesses in Distribution, Manufacturing and Computer Software in the UK and Ireland.
She became a Director of Visionary Accountants in 2009 and is currently responsible for Client Relations, HR and Payroll Management. More recently Tena has started working in our Auto Enrolment team and taken on responsibility for delivering our Auto Enrolment solution for Employers.
“At home I enjoy music, dining out and family life.”
Applying our auto enrolment checking service to your project plan, ensures your company is fully prepared for Auto Enrolment, leaving you to manage your business.
Choose our comprehensive managed service and we will co-ordinate Auto Enrolment for your company. We will ensure that as an employer, you meet your statutory requirements.Find out more