Payroll bureaus need to decide if they are ready or prepared to take on Auto Enrolment business. With many shying away from offering this as an extra service, bureaus will need to determine what kind of information and support they will offer to help their clients comply with these new AE duties. Employer duties under Auto Enrolment for Payroll Bureaus Advisors will find that a large portion of their clients will contact them very close to or even after their staging date. By offering a complete end-to-end solution, bureaus can generate income and enhance client relationships. Agenda Auto Enrolment Overview Small Employers - Ripe for the picking Auto Enrolment a Chargeable service Review Existing Payroll Systems How BrightPay handles automatic enrolment Introducing BrightPay Cloud - Online Back up & Employee Self Service NEST - Helping make auto enrolment work for you NEST has been set up by the government especially for auto enrolment to ensure that every employer has access to a workplace pension scheme that meets the requirements of the new pension rules. But we do more than just meet the regulatory minimum. NEST comes packed with the sort of high-quality features you need, whether you’re saving with us, using us for your workers or helping your employer clients. Over 160,000 employers have already chosen NEST for their auto-enrolment pension scheme. NEST’s objective is to help you start your auto-enrolment pension scheme with NEST quickly and painlessly. Agenda How to set up an auto-enrolment pension scheme with NEST Look at the areas to be careful about using the experience of other employers who have already started their auto-enrolment scheme For more information visit www.brightpay.co.uk.

1. The webinar will begin shortly...
Employer Duties under Auto Enrolment for Payroll Bureaus
NEST - Helping make auto enrolment work for you
By Karen Bennett, BrightPay
By John Hale, NEST Corporation

2. By Karen Bennett
Employer Duties under Auto Enrolment
for Payroll Bureaus

3. By John Hale
NEST - Helping make auto
enrolment work for you

4. Q&A Session
Questions Tab or #BPWebinars
On Demand
This session is being recorded
Q&A
REC

5. Employer Duties under Auto Enrolment
for Payroll Bureaus

6. Webinar Agenda
Auto Enrolment Overview
Small Employers & Auto Enrolment
Auto Enrolment as a Chargeable service
Review Existing Payroll Systems
How BrightPay Handles Auto Enrolment
Introducing BrightPay Cloud – Online Backup & Employee Self Service

7. Auto Enrolment Overview

8. What is Auto Enrolment?
• Employers have a legal requirement to enrol their employees into
a pension scheme
• Staging date - the date that an employer must enrol employees

9. Entitled Workers
Non Eligible Jobholders
Eligible Jobholders
Auto Enrolment Overview

10. Eligible Jobholders
• Aged between 22 and State Pension age
• Earn more that £10,000 per year
• Work, or ordinarily work, in the UK
Auto Enrolment Overview

11. 1. Set up a pension scheme
2. Assess employees
3. Communications
4. Ongoing duties
5. Declaration of Compliance
Auto Enrolment Responsibilities

12. Small Employers & Auto Enrolment

13. Small Employers and Auto Enrolment

14. Small Employers and Auto Enrolment
Staging dates for new employers (post 1 April 2012)
PAYE income is first payable
in respect of any member of staff
Staging date
1 April 2012 to 31 March 2013 1 May 2017
1 April 2013 to 31 March 2014 1 July 2017
April 2014 to 31 March 2015 1 August 2017
1 April 2015 to 31 December 2015 1 October 2017
1 January 2016 to 30 September 2016 1 November 2017
1 October 2016 to 30 June 2017 1 January 2018
1 July 2017 to 30 September 2017 1 February 2018

15. Small Employers and Auto Enrolment
293,868
Employers completed
declaration of compliance
1,200,000
Employers who have yet to
reach their staging date

16. Small Employers and Auto Enrolment

17. Small Employer Market
• Large and medium employers: HR
personnel to help with auto enrolment
• Small and micro employers: lack of
in-house expertise
• No knowledge or experience to make
informed AE decisions
• Gift wrapped business opportunity

18. Auto Enrolment as a Service

19. Auto Enrolment as a Service
Employers with less than
50 employees
of an accountants client
base is made up of:
90%

20. • Are you ready or prepared to take
on auto enrolment business?
• What level of support / information
will you offer?
• Are you prepared for employers
coming to you last minute?
Auto Enrolment as a Service

21. Auto Enrolment as a Service
1. Time saving
2. Cost saving
3. Focus on core areas
4. Expertise

22. • Generate income and enhance
client relationships
• AE provides a new platform to
reach and upsell to
• Employers will be happier to
consolidate all their outsourced
services to one person
Auto Enrolment as a Service

23. Review Existing Payroll Systems

24. • Choose payroll software that is specifically tailored to auto
enrolment
• Handle all the necessary employer duties
• Some software can be tedious and time consuming
• Other software can streamline and automate the employers AE
duties
Review Existing Payroll Software

25. Streamline Auto Enrolment
• Speed of automation offers significant cost
savings to bureaus
• Useful when employers approach you close
to, at, or even after their staging date
• With the right tools, auto enrolment should
become a seamless part of the payroll process

26. Does Your Payroll Software…
1. Assesses your workforce automatically?
2. Allows the use of postponement?
3. Customise employee communications?
4. Calculate and deduct pension contributions?
5. Handles opt-in and joining?

27. Does Your Payroll Software…
6. Handle opt outs and refunds?
7. Notify you when actions need to be taken?
8. Keep records and provide reports?
9. Integrate with various pension providers?
10. Provide free support?

28. How BrightPay Handles Auto Enrolment

83. NEST public
NEST works
November 2016

84. © NEST Corporation 2015
Legal information
© NEST Corporation 2015. All rights reserved. This information doesn’t constitute
financial, investment or professional advice and shouldn’t be relied on.
We don’t make any personal recommendation or give advice to employers and their
workers on how to make investment decisions. If you’re considering using NEST you
might want to talk with an appropriately qualified financial adviser.
We don’t give any undertaking or make any representation or warranty that this
document is complete or error free. We don’t accept responsibility for any loss caused
as a result of any error, inaccuracy or incompleteness.
Any form of reproduction of all or any part of these slides is not allowed.
84

85. © NEST Corporation 2015
NEST works…for auto enrolment
Purpose-built Well run Online and easy to use
Established by government Not for profit It’s all we do
85

86. © NEST Corporation 2015
NEST works…….
Free to use Low cost for members Same for everyone
Opt outs made easy Others can help run NEST
NEST 2031
Retirement
Date Fund
NEST 2032
Retirement
Date Fund
NEST 2033
Retirement
Date Fund
NEST 2034
Retirement
Date Fund
NEST 2035
Retirement
Date Fund
Award-winning
default fund
86

87. © NEST Corporation 2015
How to make auto-enrolment work
1. Know your Staging Date
2. Choose your pension provider
3. Check your payroll can deal with auto-enrolment
4. Can your payroll produce files compatible with your provider’s requirements
5. Or better……. can your payroll send data to your pension provider via web services?
6. Make sure your pension scheme set up matches the way your payroll works (e.g. if you pay weekly then you
will need a pension scheme that can deal with weekly pay etc)
6. Issue the statutory communications in good time
7. Build processes to send data and make payments that work each pay period
87

88. © NEST Corporation 2015
Employers
NEST works for…
Members
200,000+ 3.7m+
Over £1.2 billion
funds
under management
12,000+
88
NEST Connectors

89. © NEST Corporation 2015
Connect with us at linkedin.com/company/nestpensions
Follow us @nestpensions
Visit nestpensions.org.uk/professionalshelpingemployers
and sign up for our monthly newsletter
Visit nestpensions.org.uk/events for our webinars

90. Tuesday 6th December @ 11.00 am
https://www.brightpay.co.uk/events/1085/
Auto Enrolment: 7 Steps to Profit with
BrightPay

91. Questions & Answers
For more information visit www.brightpay.co.uk, email
sales@brightpay.co.uk or phone 0845 3004 304