Vicom Accountancy Services Ltd
164 Wyndham Road, Walworth, London, SE5 0UB
Tel: 0207 708 0033
Mobile: 07717 363 321
Fax: 0207 708 0033
Tel: 0207 708 0033
Mobile: 07717 363 321
Fax: 0207 708 0033
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PHASE ONE
I. Know your staging date
The date your automatic enrolment duties start is called your staging date and is when the law comes into effect for you. Find out your staging date to begin your preparations.
II. Provide a point of contact
Let the pension regulator team know who’ll be responsible for automatic enrolment so we can send information to help them prepare.
III. Check who you need to enrol
Carry out a quick review of your staff to get an idea of your responsibilities to them and work out whether you are likely to have to automatically enrol any of them.
IV. Create your action plan
Create your action plan for the months ahead. It may be that you don’t have to automatically enrol anyone, but you’ll still have other duties outlined throughout this guide.
PHASE TWO
Getting Started
Getting Ready
I. Work out your costs
You may want to work out how much you'll be paying into your scheme. Do this approximately 9 months before your staging date.
II. Check your records and payroll process
You must check that your staff records are up to date and that your payroll software can be used for automatic enrolment. You should do this approximately 6 months before your staging date
III. Choose a pension scheme (or check your existing one)
Set up a pension scheme to enrol your staff into. You should do this approximately 6 months before your staging date
PHASE THREE
At your staging date and beyond
I. Assess and enrol your staff
By your staging date, you should have everything in place and be ready to enrol your staff into your automatic enrolment pension scheme.
II. Write to your staff
After your staging date, you must write to your staff to tell them about your pension scheme and how automatic enrolment applies to them
III. Your ongoing automatic enrolment duties
Once you’ve put your staff into your pension scheme, you will have ongoing responsibilities. You’ll need to; continue to pay contributions; keep records and constantly review your staff including new starters.
IV. Your ongoing automatic enrolment duties
To let the pension regulator team know how you’ve complied with your duties, you must complete your declaration of compliance after your staging date.