Auto Enrolment

retirement planning

Automatic enrolment employer duties and minimum contributions

Since 1st October 2012 companies have had to automatically enrol all eligible workers in a qualifying pension scheme and boost each worker’s contributions with contributions of your own.

It is essential to analyse your work force and establish what type of workplace pension or pension’s schemes you are looking to offer your employees and what the costs are to your business.

A no cost automatic enrolment report is available and the following data will be required on a excel spreadsheet:

  • Employer PAYE reference number
  • Dates of birth all employees
  • Breakdown of weekly and monthly paid staff
  • Basic salary
  • P60 earnings
  • Contribution basis for all employees to any existing  pension scheme 

This will enable Templar to inform you of your staging date, breakdown of staff eligibility and employer costs.

We can then guide you of options available to you if want to use our expertise and services or look at employer alternative workplace schemes.

Other options include Salary Exchange or offering your staff access to Independent Financial Advice initially and on an ongoing basis.

Employer Auto Enrolment Advisory Service

This will satisfy your requirements under the legislation and ensure that you are fully compliant.

  • Advice on Employer duties and options under Auto Enrolment
  • Initial workforce assessment report
  • Identify appropriate scheme for Auto Enrolment compliance
  • Negotiate scheme acceptance with provider
  • Advise on appropriate default investment fund
  • Staff presentation
  • Implementation of your new scheme
  • Face to face independent financial advice for employees
  • Salary exchange options
  • Investment advice for employees
  • Review of existing pension plans

Ongoing advice for employer and employee


*the FCA does not regulate Auto Enrolment



“At very short notice (less than 8 weeks) before we were due to start workplace pensions we contacted Templar to help find a company that complied with auto enrolment legislation. Once we were given options, Templar went through all the stages including assisting with the set-up so that we could comply
and meet the start date. Templar were well organised, set a realistic time table to enable us to meet the auto enrolment
start date and made sure that from her side and our side that stuck to the timetable, we did need prompting since we did not give this matter the priority it deserved.”
RB, Luton