CPD Hours Level
Seminar 3 IntroductionInformation
Accreditation Information
SRA Competency B
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This 3 hour course is intended to provide an outline of the employer duties in respect of auto-enrolment into a workplace pension and the ten steps that will lead to a successful implementation. It is intended for professional advisors, finance, payroll and HR professionals.

What You Will Learn

This course will cover the following:

  • Who is an employer, are some employers exempt?
  • Duties start dates: when is that for new employers?
  • Definitions and deadlines
  • Who is a worker? Is anybody who works with you exempt?
  • Segmenting the workforce and duties for each type of worker
  • The assessment process
  • What are 'qualifying earnings' as opposed to ‘pensionable pay’
  • An introduction to pension scheme options
  • The two type of deferral (previously known as postponement)
  • How to auto-enrol and re-enrol: payroll set up, communication and contractual enrolment (salary sacrifice)
  • Calculating contributions and certification
  • Handling opt-outs, opts in, joiners and cessations
  • Compliance: records, payments, ongoing duties and penalties

Book now

Future dates are coming soon.
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Prices (ex VAT)
Plan Information
Ticket Information
Group bookings
Discounts are available for multiple places and if you have 5 or more people interested in this course and would like to discuss holding it in your area or on an in-house basis then please email us at information@mblseminars.com
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