Stage One

Initial Consultation

This is a face to face meeting, without obligation to you, at which we will discuss your auto enrolment needs and objectives and collect information with regard to any exiting scheme you have. We will provide you with a brief presentation to explain the new legislation and how this affects you and your company.

We will discuss the service options available and agree a bespoke package to meet your needs. This can range from a basic implementation and compliance only service, right through to more comprehensive services, such as face to face payroll support and employee pension presentations and clinics. Our service packages start from as little as £500 + VAT.

Stage Two

Develop a plan

Following our initial meeting, we will develop a plan to ensure you meet your auto enrolment duties. This will include, but is not limited, to the following:

Service Includes

  • Confirm Staging Date and compliance requirements
  • Consideration given to existing pension scheme (if applicable)
  • Scheme selection using comprehensive research of the market place
  • Analysis of payroll data
  • Category of workers identified (eligible, non-eligible, entitled workers)
  • Contribution options discussed and costs considered for each
  • Postponement options considered
  • Employee communications discussed and templates created
  • Check payroll processes and software

It is vital we work together to ensure the whole process runs smoothly and in a timely manner. Certain stages of the process may require input from the employer and your accountant/payroll provider. We will ensure all duties and responsibilities are allocated using our simple, yet effective checklist.

Once we have agreed a plan, our analysis and research begins.

Stage Three


Following completion of our analysis and research work, we will meet again to make our recommendations and commence the implementation process.

On completion of your initial implementation obligations, and once your Staging Date has passed, we will complete the ‘Declaration of Compliance’ on your behalf to notify The Pensions Regulator that you are compliant with the legislation.

Stage Four

Ongoing Support

Once your initial duties have been satisfied and you are compliant with the legislation, our service to you doesn’t stop there. We will continue to offer support throughout the year to ensure any queries or issues that may arise are resolved promptly.

    Service Includes

    • We will return your telephone calls within 24 hours
    • We will respond to your emails within 24 hours
    • We will acknowledge all written correspondence within 2 working days of receipt
    • If you regular contact is unavailable, we will ensure your enquiry will be handled by another member of the client care team
    • You can expect us to be welcoming, courteous, fair and respectful at all times
    • We will always aim to be helpful and responsive, to keep you informed and to communicate with you clearly at all times
    • We will let you know what level of services or information we can provide, who to contact and how to get in touch
    • We will aim to provide good quality information in plain English, that is suited to your individual needs

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