01283 761866

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

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For Accountants

How the workshops can help your clients:

Your client sets up the pension scheme in a way that will minimise administration
They add your NEST Organisation ID so you have full access rights to their pension scheme
They complete a workbook which contains all the information about their auto enrolment design including:

  • NEST scheme number
  • Rules for postponement
  • Contribution basis, i.e. qualifying, set 1, set 2, set 3
  • Phasing amounts and dates
  • Re-enrolment date

This workbook has sufficient information for you to set up your payroll for their ongoing services
They enrol with The Pension Regulator and start their declaration of compliance


What we don't do
We don't offer payroll services or sell licenced software to your clients.  We set them up, you look after them.


Why use Step by Step Auto Enrolment
Peace of mind - we have been delivering the workshops since April 2014.  The Pension Regulator and NEST have both observed the workshop.  Accredited by The Pension Management Institute
Designed by an independent financial adviser who has been delivering information seminars on auto enrolment since 2010 to over 1,000 employers and worked with AAT, CIMA, CIPD.
Already working with Derbyshire Association of Local Councils and the Plunkett Foundation to support their members as well as accountant practices.


What about your clients who don't use your payroll services
Many employers decide to outsource payroll because of the ongoing auto enrolment duties.  If you have clients who want to continue to manage their own payroll and use free software like HMRC Basic Tools we will give them a calculator for working out who is eligible, non-eligible and entitled, and to calculate the pension contributions.


Come and See for Yourself
You can come along to one of our workshops and find out how it works.  Please telephone 01283 761866 to find out the availability.  Or attend with a client and they get a whopping £200 discount (one-time offer only)


AAT Annual Conference
We will be exhibiting at the AAT Annual Conference on 10-11 June in Birmingham.