We've already helped many large employers through auto enrolment so if your client is looking to change provider, we can help you too.
We've successfully steered a wide range of employers and advisers through the auto enrolment and re-enrolment process.
We've supported and delivered effective solutions that meet complex regulatory requirements. Our insight and experience means we are well placed to support you and your clients in all aspects of auto enrolment and re-enrolment implementation.
Careful planning is essential. Designing and operating processes and procedures require:
We've helped some of the biggest businesses in Britain comply with their auto enrolment duties. Experience tells us your client's planning should involve all areas of their business. HR, Finance, Payroll and IT personnel, as well as any external software providers - all need to collaborate in the early stages.
Complying with auto enrolment means dealing with large volumes of information. Inevitably this means clients need access to employee data. We've learnt that data integrity is a key aspect to assessment and communication of a successful project.
Therefore, as part of our systems readiness programme, we have:
Effective implementation means employees are kept informed at important stages of the auto enrolment journey. Your clients shouldn't underestimate the time taken to produce effective communications.
Targeted, good quality communications will mean employees:
Our experience has shown us that during early planning, it's important for your clients to clearly identify who's responsible for undertaking the employee eligibility assessment.
Will this be the payroll provider, employer, or us?
We can help your clients with their assessments from the outset, as well as on an ongoing basis.
We can support your clients through the implementation process. See Implementing auto enrolment for more details.
Here you'll find key questions clients need to think about before they begin planning, as well as a case study illustrating the key challenges surrounding auto enrolment.
We'd like to share our experience and expertise with you
Contact us if you would like to find out more or if you have any specific client projects you'd like to discuss.
This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.