This full day course is an in-depth review looking at the impact for agents, employers and employees. It will explore auto-enrolment in the context of the wider state pension reforms and allows delegates the opportunity to consider its application in their own workplace and for clients.
Comprehensive slides are provided, supplemented by interactive exercises to consolidate knowledge and prompt debate. This course is aimed at senior decision makers in professional service firms, and if you are an agent, this course will help you define your service proposition for clients.
BOOK NOW, PAY LESS: We're currently offering a reduced course rate to accountingWEB readers - please see below for details!
Including delegate case studies, this interactive course will look at breaking down the ten steps to staging:
- Step 1: Employers and workers - do you know who is an employer and who is a worker?
- Step 2: Segmenting the workforce - which duties apply to each group?
- Step 3: Scheme choices - what if my employees already have a personal pension that I contribute to? What are the qualifying features for each scheme type?
- Step 4: Implementation decisions - is contractual enrolment an option? What service delivery model will you use - HR system, payroll system, pension provider middleware
- Step 5: How to auto-enrol and auto re-enrol - timescales and practicalities
- Step 6: Ongoing management - what happens each pay period? What happens at tax year end?
- Step 7: Third party interfaces - data interfaces to pension providers: what are the options? Member data versus contribution data - when and how?
- Step 8: Communications - strategic messages about auto-enrolment
- Step 9: Compliance
- Step 10: An eye to the future - April 2015: the new 'a day' and planned changes to auto-enrolment
Please click here to read the full course outline
This course is taking place from 9.30am til 5.15pm in:
BELFAST - 6 October
BIRMINGHAM - 25 November
NOTTINGHAM - 2 December
PLYMOUTH - 7 December
LONDON - 12 April 2016
BIRMINGHAM - 14 June 2016
We're currently offering a reduced rate of £240+VAT (standard rate is £480+VAT) to accountingWEB readers - to book your discounted place now please contact [email protected] quoting reference AWEB15 and the course title.
