01283 761866

Not just what to do...how to do it

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1 Day Set Up Workshops


Learn, set up your pension and go

Accredited by the Pensions Management Institute

You don't need to know anything about pensions
You don't need to buy any software


Telephone 01283761866 for availability and to reserve your place 

Worried about what you have to do; when you have to do it; and how you do it?

The one day intensive and interactive workshop aims to provide you with all the knowledge and tools you need to confidently roll out auto enrolment in your workplace. It was the first - and currently the only - auto enrolment workshop to be accredited by the Pensions Management Institute.

What will you get out of the Workshop?

  • Peace of mind that you will be ready for your staging date
  • You will have all the documentation you need to be compliant
  • Worker assessment tool
  • Set up your pension scheme with the National Employment Savings Trust (NEST)
  • Your employees will have access to NEST and 24/7 details of their pension benefits
  • You will take away with you comprehensive course notes
  • Training accredited by the Pensions Management Institute

Workshop Content

  • Understanding the new legislation and how it affects your business
  • Identifying your staging date and determine if you will benefit from using postponement
  • Assessing and categorising your employees
  • Cost out and understand the pension contribution options
  • Design your pension scheme
  • Register and set up your NEST pension scheme ready for your staging date
  • Understanding the letters and statutory communications for your employees
  • How to make the pension contribution on each payroll day
  • Enrol and start your Declaration of Compliance with The Pensions Regulator
  • Understanding your ongoing responsibilities.
  • Have the tools to deliver a staff briefing
You will receive a pre-course guide explaining the information you need to bring with you to ensure you get the maximum benefit from your day. Ideally you will need to be able to enter data into a spreadsheet and using the internet.

You will need to bring a laptop to the workshop which has the capability to process Microsoft excel, word and adobe reader, and access wireless internet.

About Our Trainers

All our trainers are from a professional background:- financial services, accountancy and HR.

They been awarded the Pensions Management Institute Certificate in Pensions Automatic Enrolment


1st Floor, 74 High Street, Swadlincote, DE11 8HS