Supporting your clients through the automatic enrolment process

The responsibilities that come with automatic enrolment can be a daunting prospect for your clients, so they’ll need you to guide them through the process from start to finish. Reassuringly, we’re here to help you do just that. With our handy resources at your fingertips, you‘re well equipped to keep your clients on track.

It’s a learning curve

A key step on your client’s automatic enrolment journey will be picking the right qualifying scheme ahead of the date they need to start meeting their automatic enrolment duties.

If you know their PAYE reference number, you can use The Pensions Regulator’s online tool to check your client’s staging date or duties start date. The Pensions Regulator is the UK regulator of work-based pension schemes and you can find more technical detail about automatic enrolment on their website.

From 1 October 2017, your client’s duties start from the moment their first member of staff starts working for them. This is known as their duties start date and they must comply with their duties straight away.

You can also browse our Resource library, with a dedicated section designed to help support you and your clients through the automatic enrolment learning curve.

Browse the Resource library

Cost

Simple low charges. An affordable one off set-up charge – the usual charge is £500 plus VAT, but reduced to £300 plus VAT for your clients. If you’ve not got your reduced charge code, visit our adviser centre. This, plus a 0.5% annual charge for employees makes The People’s Pension cost-effective for everyone.

(There’s no charge for existing customers adding new subsidiary companies to the scheme nor for existing customers of any of B&CE’s other products.)

Sign up your clients

When you’re ready, you can sign up your clients online to join The People’s Pension.

Already have an account?

If you already have an account, you can simply log in to register a new client’s details so that they can join The People’s Pension.

Log in to your account »

Create your account

If you don’t yet have an account, simply register your details to create your account – this will enable you to sign up your clients to The People’s Pension and to administer their schemes on their behalf, if that’s the way they would like to work with you.

Sign up now »

 

Next: Increase to your clients’ automatic enrolment minimum contributions

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