01283 761866

Workshop

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1 Day  Auto Enrolment Workshop - Accredited by the Pensions Management Institute

No Pension knowledge required!              


Please click here for latest training dates and venues

Worried about what you have to do; when you have to do it; and how you do it?

The one day intensive and interactive workshop aims to provide you with all the knowledge and tools you need to confidently roll out auto enrolment in your workplace. It was the first - and currently the only - auto enrolment workshop to be accredited by the Pensions Management Institute.

What will you get out of the Workshop?

  • Peace of mind that you will be ready for your staging date
  • You will have all the documentation you need to be compliant
  • Worker assessment tool
  • Registration with the National Employment Savings Trust (NEST)
  • Your employees will have access to NEST and 24/7 details of their pension benefits
  • You will take away with you comprehensive course notes
  • Training accredited by the Pensions Management Institute

Workshop Content

  • Understanding the new legislation and how it affects your business
  • Identifying your staging date and determine if you will benefit from using postponement
  • Assessing and categorising your employees
  • Understanding the pension contribution options
  • Design your pension scheme
  • Register and set up a NEST pension scheme ready for your staging date
  • Understanding the letters and statutory communications for your employees
  • How to make the pension contribution on each payroll day
  • Enrol and start your Declaration of Compliance with The Pensions Regulator
  • Understanding your ongoing responsibilities.
  • Have the tools to deliver a staff briefing
You will receive a pre-course guide explaining the information you need to bring with you to ensure you get the maximum benefit from your day. Ideally you will have some knowledge of spreadsheets and using the internet, and you should bring a laptop or similar device to the workshop.

About Our Trainers

All our trainers are from a professional background:- financial services, accountancy and HR.

They been awarded or are working towards the Pensions Management Institute Certificate in Pensions Automatic Enrolment

Testimonials

"Jackie is very helpful and makes a difficult task much simpler and user friendly, Thank you!"
Kathryn Brailsford, Holymoorside & Walton Parish Council

"Really helpful workshop which is very hands-on and takes away the anxiety of impending AE deadlines"
Stephen Monk, Lawn 3

"Enjoyable day -good presentation, but a lot to take on board and process"
Anne Flemming, Bailey and Sons Ltd

"Enjoyable and informative. Very friendly people who are happy to chat and share experiences."
Sandra Roberts, Chartwell Practice

"A well planned and thought through day. Very informative and also on the practical side of actually registering for AE it has been invaluable.  Thank you!"
Helen Islip, St Wystan's School,

Not appropriate for public sector and employers who intend only to use a defined benefit scheme


Regulatory Statements

Jay Financial is authorised and regulated by the Financial Conduct Authority

FCA Firm Number: 450655

Telephone : 01283 761866

Partners (advising) : Jacqueline Fancourt

Partners (non-advising) : William Fancourt

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FCA consumer website - The Money Advice Service - please click here

To verify our status with the FCA, click here and key in our FCA number: 450655