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Auto Enrolment – Develop an initial plan

Posted by: edwinsmith on April 30th, 2014

Once an employer knows their staging date, it is a good idea to develop an initial plan in order to understand the preparation tasks which must be carried out, when the tasks should be completed and who will implement them.

To save time and the ensure the registration deadline is not missed, employers can also log in to automatic enrolment registration online and start providing some of the information required as and when it is received.  Such as the name and address of the employer, the PAYE reference number, pension scheme reference and the address.

In order to be fully prepared for auto enrolment, employers must complete a number of tasks, including:

  1. Assessing the workforce
  2. Reviewing internal processes and testing software to ensure it will support automatic enrolment
  3. Reviewing existing pension arrangements and setting up a scheme if necessary
  4. Communicating with staff on how they will be affected by auto enrolment.

The time required to complete each task will vary depending on the size of the workforce and the existing arrangements that are in place.  Scheduling a target date for the completion of each task will ensure that employers allow sufficient time to be fully prepared for auto enrolment before their staging date.

Employers will need to involve key people in the planning process, such as the person who runs payroll, your HR administrator and your accountant as they will be carrying out some of the day-to-day activities once automatic enrolment is up and running.

The Pensions Regulator have produced a quick guide to preparing for automatic enrolment (PDF, 12 pages) leaflet summarising the preparations needed and to help develop initial plans.

This is the third installment in a series of articles regarding auto enrolment as detailed  on our Employer Action Plan. Previous installments detailed below:

1 – Know your staging date

2 - Nominate a contact

For more information on pensions or for help making an initial plan please contact us.