Auto Enrolment Training

What is Auto Enrolment?

Auto enrolment is a new pension reform law introduced by the government [Pension Act 2008]. Under the new pension legislation all employers must offer a workplace pension scheme and automatically enrol eligible workers. This law has been introduced to encourage and help more people to start saving for their retirement due to increase strain on the State benefits system. It is vital that people start to contribute to a pension scheme at an early stage in their working lives to provide them with extra savings that will top up State pension.

Auto enrolment has been operational since October 2012, beginning with larger employers and slowly progressing to smaller employers. By 2018, all employers will have to automatically enrol eligible workers unless they opt out.

Piggy Bank

 “We are not only trainers, but we are practising accountants and bookkeepers as well.”


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    Topics Covered

    What is auto enrolment?

    Auto enrolment employee categories

    Eligible, Non-eligible and entitled

    Qualifying earnings

    Pay reference period
    Calculating pension contributions

    Pension schemes

    Three tiers of criteria to comply with; auto enrolment, qualifying, and minimum requirements
    Contribution percentages

    Seven steps to automatic enrolment process

    Know your staging date
    Assess your workforce
    Review and select automatic enrolment pension scheme
    Communicate to all employees
    Automatically enrol your ‘eligible jobholders’
    Register with TPR Pension Regulator
    Contribute to your worker’s pensions

    Opt ins, opt out and postponements

    Communication methods

    Penalties for non-compliance

    Sage pension module

    Below shows the extending payroll process for auto enrolment:

    Sage auto enrolment process

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    Why train with JDH?

    We are one of the few training providers that are also practising accountants with up to date experience.

    We offer a hands on learning approach.

    We train in small classes of up to eight students, ensuring all students get quality training.

    We have excellent training facilities that are easy to get to by both car and train – a short distance from Cardiff

    We offer bite size training for businesses that don’t want a general classroom course. We tailor make the training for them and can deliver it at their premises too.

    We have an excellent reputation with a past track record of more than 7 years.

    Call us now on 01443 740800 or email Jackie or Jayson
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    Classroom Based – Half Day Course

    £ 150 per student