01283 761866

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

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In-house Training


Auto Enrolment in a Day   

No Pension knowledge required!      

At your workplace

For more information, availability and to book your training day please telephone 01283 761866

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

The one day intensive and interactive training day aims to provide you with all the knowledge and tools you need to confidently roll out auto enrolment in your workplace.

Training Objectives

  • 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
  • Registration 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

 Additional Features

  • £100 discount on our workplace pension consultancy service (Jay Financial) should you decide you need a more comprehensive service.

Training Agenda

  • Understanding the new legislation and how it affects your business
  • Identifying your staging date and determine if you will benefit from using postponement, or bringing forward your staging date
  • Assessing and categorising your employees
  • Understanding the pension contribution options
  • Design your pension scheme
  • Register and set up a 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  prepare to ensure you get the maximum benefit from your day. Ideally you will have some knowledge of spreadsheets and using the internet, and you should have a PC or laptop with access to internet and emails available on the day.

About Our Trainers

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

They been awarded or are working towards the Pensions Management Institute Certificate in Pensions Automatic Enrolment

Not appropriate for public sector and employers who intend only to use a defined benefit scheme