SlideShare a Scribd company logo
How to…change your 
auto-enrolment support 
Ruth Rayers 
Director of Customer Service 
10th September 2014
Topics 
• Why would I need to change my auto-enrolment support? 
• Why would I want to do this now? 
• The mechanics – 
• Managing your data 
• Communicating the changes 
• Integrating the processes 
• Questions
I’ve just finished staging…why do I need to change my support?
But why now?
The mechanics…managing your data
The mechanics…managing your data
You’ve got the right data…now what 
• Consistency is key 
• Data validation and field matching
What about the history? 
• How do you keep a full audit history of your scheme if changing 
suppliers? 
• 6 years or 4 years? 
• What you need to understand? 
• Will my old provider keep it and provide easy access to it? 
• If so, will they charge to keep these records? 
• Will my new provider take all historical information?
Communicating the change
Processes and integration 
• Making it all work together 
• The knock on effects 
• Scheme management files
Summary 
• The time to act is now 
• Take what you did for auto-enrolment and learn from it 
• Reclaim your job 
• There is support out there 
Tel - 01527 571 300 
E-mail - info@johnsonfleming.com 
Guide - www.johnsonfleming.com/guide/8
Important information 
THIS DOCUMENT IS CONFIDENTIAL and intended solely for the use of the individual to whom it is addressed or any other recipient expressly authorised by Johnson Fleming 
Limited, in writing or otherwise, to receive the same. If you are not the addressee or authorised recipient of this document, any disclosure, reproduction, copying, distribution, or 
other dissemination or use of this communication is strictly prohibited. 
Past performance is not a guide to the future. Potential for profit is accompanied by the possibility of loss. The value of investment funds and the income from them may go down 
as well as up and investors may not get back the original amount invested. 
The content of this presentation is for information purposes, it does not represent personal financial advice and is not recommendation that contributions to the Group 
Personal Pension Plan will meet all of your future financial requirements for retirement. 
If you have any doubts as to whether the content of this presentation meets your personal needs you should seek independent financial advice. Johnson Fleming has 
joined alliances with specialist business associates who are able to provide personal advice, at your request. These carefully selected business partners reserve the right to 
charge a fee for these services which would be agreed in advance before they undertake any work on your behalf. 
Johnson Fleming Group Limited is authorised as a Firm of Financial Advisers and our permitted business activity is advising and arranging life insurance, pensions, investments 
and general insurance contracts. 
Johnson Fleming Group Limited is authorised and regulated by the Financial Conduct Authority (FCA Register number 599255, see http://www.fca.org.uk/register for registration 
details) and registered in England and Wales No 06272390. 
Johnson Fleming Limited (FCA 215110), Johnson Fleming Administration Services Limited (FCA 480883) and Johnson Fleming Services Limited (FCA 606750) are Appointed 
Representatives of Johnson Fleming Group Limited. 
Registered Office: Johnson Fleming Group Limited, Fleming House, Bromsgrove Enterprise Park, Bromsgrove B60 3AL. JF10092014

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How to... change your auto-enrolment support

  • 1. How to…change your auto-enrolment support Ruth Rayers Director of Customer Service 10th September 2014
  • 2. Topics • Why would I need to change my auto-enrolment support? • Why would I want to do this now? • The mechanics – • Managing your data • Communicating the changes • Integrating the processes • Questions
  • 3. I’ve just finished staging…why do I need to change my support?
  • 7. You’ve got the right data…now what • Consistency is key • Data validation and field matching
  • 8. What about the history? • How do you keep a full audit history of your scheme if changing suppliers? • 6 years or 4 years? • What you need to understand? • Will my old provider keep it and provide easy access to it? • If so, will they charge to keep these records? • Will my new provider take all historical information?
  • 10. Processes and integration • Making it all work together • The knock on effects • Scheme management files
  • 11. Summary • The time to act is now • Take what you did for auto-enrolment and learn from it • Reclaim your job • There is support out there Tel - 01527 571 300 E-mail - info@johnsonfleming.com Guide - www.johnsonfleming.com/guide/8
  • 12. Important information THIS DOCUMENT IS CONFIDENTIAL and intended solely for the use of the individual to whom it is addressed or any other recipient expressly authorised by Johnson Fleming Limited, in writing or otherwise, to receive the same. If you are not the addressee or authorised recipient of this document, any disclosure, reproduction, copying, distribution, or other dissemination or use of this communication is strictly prohibited. Past performance is not a guide to the future. Potential for profit is accompanied by the possibility of loss. The value of investment funds and the income from them may go down as well as up and investors may not get back the original amount invested. The content of this presentation is for information purposes, it does not represent personal financial advice and is not recommendation that contributions to the Group Personal Pension Plan will meet all of your future financial requirements for retirement. If you have any doubts as to whether the content of this presentation meets your personal needs you should seek independent financial advice. Johnson Fleming has joined alliances with specialist business associates who are able to provide personal advice, at your request. These carefully selected business partners reserve the right to charge a fee for these services which would be agreed in advance before they undertake any work on your behalf. Johnson Fleming Group Limited is authorised as a Firm of Financial Advisers and our permitted business activity is advising and arranging life insurance, pensions, investments and general insurance contracts. Johnson Fleming Group Limited is authorised and regulated by the Financial Conduct Authority (FCA Register number 599255, see http://www.fca.org.uk/register for registration details) and registered in England and Wales No 06272390. Johnson Fleming Limited (FCA 215110), Johnson Fleming Administration Services Limited (FCA 480883) and Johnson Fleming Services Limited (FCA 606750) are Appointed Representatives of Johnson Fleming Group Limited. Registered Office: Johnson Fleming Group Limited, Fleming House, Bromsgrove Enterprise Park, Bromsgrove B60 3AL. JF10092014