CPD Hours Level
Seminar 6 AdvancedInformation
Accreditation Information
SRA Competency B C
'Kate was probably the most informed 'on point' lecturer I have witnessed. She made it user friendly 100 percent. Very very good '


This full day course is an in-depth review looking at the impact for agents, employers and employees. It will explore auto-enrolment in the context of the wider state pension reforms and allows delegates the opportunity to consider its application in their own workplace and for clients.

Comprehensive slides are provided, supplemented by interactive exercises to consolidate knowledge and prompt debate. This course is aimed at senior decision makers in professional service firms and if you are an agent, this course will help you define your service proposition for clients.

What You Will Learn

Including delegate case studies, this interactive course will cover the following:

  • Why is pension reform needed?
  • The state pension roadmap
    • Understanding single tier pensions from 2016
    • Finding out your current state pension entitlement
    • How employees can maximise their entitlement
    • Communicating the changes to employees and clients
    • The payroll impact
  • Workplace pension reform: current and future vision
  • What is auto-enrolment and why is it different to offering a stakeholder pension?
  • Next steps: auto acceleration and pot follows member
  • How to work out a project plan and staging profile for your workplace and/or clients - interactive exercise

Breaking down the ten steps to staging.....

  • Step 1 - Employers and workers - Do you know who is an employer and who is a worker?
  • Step 2 - Segmenting the workforce - Which duties apply to each group?
  • Step 3 - Scheme Choices - What if my employees already have a personal pension that I contribute to? What are the qualifying features for each scheme type?
  • Step 4 - Implementation decisions - Is contractual enrolment an option? What service delivery model will you use - HR system, payroll system, pension provider middleware?
  • Step 5 - How to auto-enrol and auto re-enrol - Timescales and practicalities
  • Step 6 - Ongoing management - What happens each pay period? What happens at tax year end?
  • Step 7 - Third party Interfaces - Data interfaces to pension providers: what are the options? Member data versus contribution data: when and how?
  • Step 8 - Communications - Strategic messages about auto-enrolment
  • Step 9 - Compliance
  • Step 10 - An eye to the future, Technical changes to auto enrolment and the impact of the 2016 budget

Book now

Future dates are coming soon.
Please let us know if you wish to be notified.
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
Can’t Make the Date?

Please let us know if you wish to be notified when new dates are added for this programme

Related Events