Auto enrolment advice for your clients

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Getting automatic enrolment right is vital and in some cases seeking expert advice to pass on to your clients is the only way forward.

To help on that journey in the coming months, PracticeWEB has come up with a handy new guide to prepare for auto enrolment. The advice is part of the PW Business and Tax Pack, but we’ve given you a sneak peek here of some of the points it covers to successfully implement AE.

Key preparation advice includes:

  • Find out staging date - this depends on the number of employees in your PAYE scheme on 1 April 2012. Find out your exact staging date on The Pensions Regulator website
  • Create action plan - TPR has a chart that sets out each step and a time schedule. Nominate a contact who will receive monthly reminder emails and guidance
  • Identify eligible staff - not all your employees will necessarily qualify for AE. Part-time workers, employees on short-term contracts and those on maternity, parental or carer's leave have to be automatically enrolled if they meet the requirements
  • Choose a scheme - there are three sets of requirements that a pension scheme must meet: minimum requirements, qualifying criteria and AE criteria. Find out more on TPR website
  • Enrol staff - give your pension provider information about eligible employees and keep records of this process to demonstrate that you are complying
  • Register with TPR - you must register within five months of your staging date
  • Inform employees and monitor changes - when enrolment starts, the pension operator, type of pension, level of contributions and how to opt out. You’ll need a process to monitor when employees move categories as they may become eligible
  • Opting out - employees can opt out after they have been enrolled. You’ll need to refund contributions of staff who opt out within one month of enrolment, and you have to re-enrol employees who have previously opted out every three years

PracticeWEB’s Business and Tax Pack is a suite of branded reports, articles and newsletters designed to market your firm to clients and prospects. Get in touch with the PW team to find out more.

AccountingWEB has launched the No-one gets left behind campaign to alert as many accountants as possible to the obligations implied by auto enrolment. Read our simple eight-point statement which sets out the auto enrolment facts you need to know.

About Robert Lovell

Business and finance journalist


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    09th Aug 2014 14:44

    too bloody expensive

    always thought PW were a little over the top , why is it that similar companies dont understand pricing as they relate to smaller practices

    Thanks (0)
    11th Aug 2014 09:32

    re: too expensive

    Hi carnmores

    We do often provide free versions of the content from our business and tax pack - we do this AW newswires and our own twitter and LinkedIn profiles. 

    If auto enrolment is an area of interest for you and your clients, then you can get the free version of the guide here

    Hope you find this useful


    Thanks (1)
    11th Aug 2014 15:19

    thank you very much for that


    Thanks (0)
    31st Aug 2014 19:24

    If you can explain what the three criteria for choosing a scheme are after visiting the Pension Regulator's site , then you are a very clever person!

    The phrases "qualifying criteria, minimum requirements and AE criteria" are a mystery even to me!

    Any guesses?




    Thanks (0)