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Pensions Auto-enrolment Made Easy

A Tips & Advice Special Report about...

In a nutshell

This Special Report provides all the essential information you need to know about the auto-enrolment rules. It explains how and when to put a system into place with the minimum of effort.

In detail

Every employer has to offer a workplace pension to their staff. Whether you employ 10 or 100 people, you have to put the proper auto-enrolment arrangements in place - or you risk incurring the wrath of The Pensions Regulator.

This Special Report tackles all the key issues related to auto-enrolment, such as:

  • When and how to set up the auto-enrolment process - know your staging date
  • What your legal obligations are
  • Who to offer auto-enrolment to
  • How much to contribute to your workers' pensions
  • How your existing workplace pension scheme fits in
  • What role the state-backed National Employment Savings Trust plays

Meeting the auto-enrolment obligations is a challenge for all employers. The no-nonsense advice in this Special Report will help you understand, set up and manage auto-enrolment in a straightforward way.

We've created this Tips & Advice Special Report especially for... 

Business owners, personnel, HR and finance staff, company directors that want to:

  • Meet their auto-enrolment obligations in the simplest and least-cost way

Accountants and financial advisors that want to:

  • Help their clients put the proper auto-enrolment arrangements into place

You'll get the following free extras with this Tips & Advice Special Report... 

An Online Service containing ready-to-use letters for:

  • Eligible jobholders' automatic enrolment
  • Entitled workers
  • Non-eligible jobholders
  • Workers already in a qualifying pension scheme
  • Auto-enrolment postponement

In this Tips & Advice Special Report you'll read about...

Table of contents


The Pensions Regulator’s role

Auto-enrolment basics

Timing your auto-enrolment

Categorising your workers

Employees’ rights to join, opt in and opt out

Exceptions to auto-enrolment

Postponement or waiting periods

Pension schemes

Calculating the pension contributions

Calculating earnings for auto-enrolment

Tax relief on contributions

Employee communications

Employer compliance

Auto-enrolment management

Prohibited actions

Investment options

Example scenarios

Appendix A

Appendix B

Appendix C

Appendix D

Appendix E

Appendix F

Appendix G

Appendix H

Appendix I

Appendix J

Appendix K

Appendix L

You can choose from the following options...


  • The hard copy version
  • Keep it on your desk or use it whenever you're offline


  • The PDF-version
  • Delivered to your inbox

Take a look at your options below.

Printed version
Online Service




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