|Provide your staging date||✓||✓||✓|
|Consultation with client and pension provider||✓||✓|
|Pre-assessment of employees||✓|
|Provide pension factsheet||✓||✓||✓|
|Assisting with completion of factsheet||✓||✓|
|Setup pension information on third party software as a delegate||✓|
|Communication file sent to pension provider||N/A||✓|
|Communication letter template created||✓|
|Additional pension reports||✓||✓||✓|
|Initial employee assessment||✓||✓||✓|
|Joiner file uploaded to pension provider||✓||✓|
|Payment file uploaded to pension provider||✓||✓|
|Opt out file downloaded from pension provider||✓||✓|
|Provide uploads files||N/A||N/A||✓|
|Opt in & opt out notices applied||✓||✓|
|Pension scheme assigned to employees and deducted accordingly||✓||✓||✓|
|Assistance with declaration of compliance||✓|
|Initial staging communications||✓|
|Ongoing communications (posted or e-mailed)||✓|
Auto Enrolment - the topic that frightened many employers - do we understand it, can we comply, how do we administer and are we heading for a fine from the Pensions Regulator.
Once we knew our staging date, the work began to ensure that we would comply with the legislation and obtained an Auto Enrolment Strategy Report.
We immediately involved the services of Lisa Kennery, Pierce's auto-enrolment expert who set us on the right path, giving us excellent advice on every issue.
We postponed our date by 12 weeks and I am pleased to say all our worst fears did not come to pass.
We have now completed our first six weeks trouble free and the help and advice from Pierce has been invaluable, especially in respect of uploading all the information to our pension provider.
I can highly recommend their services.John Lee, B & E Boys