A u t o E n r o l m e n t f o r A c c o u n t a n t s & B u r e a u x

Auto Enrolment for Payroll Bureau/Accountants• Create a staging date profile of your clients How do I find staging dates out? Visit The Pensions Regulators website and use the Staging Date Calculator – www.thepensionsregulator.gov.uk/

• Understand what your payroll software can and cant do – As standard – With add on modules – costs ?

C r e a ti n g a S e r v i c e

Who will do the employee assessment?

Your payroll software What other features will it do?

• Auto process of opt-out refunds?

Pension Provider or middlewareThis will require payroll run plus submission of payroll data to 3rd Party plus amendment on return of employee assessment information

• Does your payroll software create the necessary file?• Maybe one- off staging for a static workforce• May be onerous for volatile workforce• May be impossible for weekly payroll

Who will create and distribute the employees letters?

Your payroll software• Email• Post - Costs

Pension Provider or other agent

What Pension Provider interfaces are available in your software ?

Which Pension Provider and Middleware interfaces are standard within your payroll software – which can be configured?

Does the pension provider or middleware portal allow configuration of the import file, so any file with the full data set can be imported

• Create a service / price matrix bearing in mind the following:

E n g a g e w i t h y o u r C l i e n t s e a r l y• We suggest a minimum of 6 months prior to their staging dates • Make them aware that their choices can affect the services you may be able to provide with your

existing payroll software• Use the flow diagram below to understand the clients current Auto Enrolment status

E m p l o y e r S t a g i n g F o r e c a s t

This forecast sets out our expectations of when medium, small and micro employers are likely to become subject to the new automatic enrolment duties (their staging date). It is being provided here to assist pension providers, advisers and other intermediaries with capacity planning, but it should only be used as a broad indicator.

This forecast is based on PAYE information as at 1 April 2012. This forecast is an estimate of the number of employers’ PAYE schemes expected to become subject to the automatic enrolment duties. It is based on a number of assumptions. The numbers of employers actually falling within the duties will vary because of the following factors:

• Some employers share PAYE schemes, and conversely other employers may use several PAYE schemes

• Employers have the ability to bring their staging date forward and this forecast has not factored in these movements

E m p l o y e r S t a g i n g F o r e c a s t c o n t .

• PAYE schemes which currently have one director and no employees are not included in this forecast; however, if they recruit an employee in the future they may then become subject to the automatic enrolment duties. Conversely employers who had employees on 1 April 2012 may no longer have employees at their staging date and will not be subject to the duties

• The table includes estimates of existing PAYE schemes used by employers that will go out of business in the future, and new PAYE schemes for employers which will come into existence

• The number of PAYE schemes is not adjusted by those employers who use a PAYE scheme with 50 or more persons but have less than 50 workers (and subsequently elect to defer their staging date as allowed by the legislation)

• This forecast does not include re-enrolment (employers are required to complete registration with The Pensions Regulator every three years). Employers can find out their own staging date and start their automatic enrolment plan at www.tpr.gov.uk/planner.

S t a g i n g V o l u m e s b y Q u a r t e r

Please feel free to contact us regarding any questions you may have on support@qtac.co.uk or 01179474747

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