|1.||Find your staging date and appoint||12 months to go|
|2.||Nominate a point of contact to receive and manage all the information||12 months to go|
|3.||Assess your software and your processes. Assess whether or not your current processes and payroll software can cope with all the requirements of auto enrolment||12 months to go|
|4.||Assess your work force – identify who qualifies for the programme and who does not||12 months to go|
|5.||Communicate the changes with your workforce. These changes will have a direct impact on your staff and so it’s good to give plenty of notice and allow time for questions to be dealt with||12 months to go|
|6.||Assess the cost impact on your business. These changes will have implications for HR and payroll. In addition there will be costs relating to upgrading or changing your software and the cost of the pension contributions themselves.
You will also need to consider how you will you manage the additional administration burden both in terms of record keeping as well as the extra functionality required of the payroll department
|9 months to go|
|7.||Plan for how you will manage the additional administration burden both in terms of record keeping as well as the extra functionality required of the payroll department||9 months to go|
|8.||Review your current arrangements – does your current pension scheme qualify under the new legislation or will you need to find a new provider?||7 months to go|
|9.||Finalise your choice of provider for the appropriate systems or upgrades you will need||6 months to go|
|10.||Finalise your choice of pension scheme, ensuring that your scheme of choice qualifies under the new legislation||6 months to go|
|11.||Plan your implementation programme||4 months to go|
|12.||Enrol eligible job holders||2 months to go|
|13.||Start keeping the relevant records||2 months to go|
|14.||Communicate with your employers. You MUST write to each of your employees within one month of your staging date. You are obliged to inform them of the changes to come, whether they’ve been/will be enrolled, when they were/will be enrolled||1 months to go|
|15.||Register with the Pensions Regulator – you must now register with the Pensions Regulator and provide information about how you’ve fulfilled your auto enrolment duties. Your registration deadline is 4 calendar months from your stating date.
The registration process is information heavy, so don’t leave this until the last minute. For more information please click here.