Help Centre for Advisers

When should I start having auto enrolment conversations with clients?

Anecdotal evidence suggests that employers should start to consider how they are going to meet their auto enrolment obligations around 12 months before their staging date. This is a good barometer of when you begin the conversation with your clients. However, a high number of employers are leaving things much later than this.

The majority of your clients, who have not already staged, will be aware of auto enrolment as a compulsory task they will need to undertake. It can be a very positive message to your clients if you raise the subject with them, and present them with a clearly defined plan to assist them in meeting their legislative requirements. There is also the added benefit of an additional income stream for additional services provided related to auto enrolment. Moreover, it’s a chance for you to affect timing and practicalities and make it fit with existing processes and services you are involved in.

“Redington’s Investment Committee assigned an Approved Rating to the NPI DGF and positive on the fund.” — Redington
ATP comes to the UK pensions world with the highest commendations from the Danish trade unions, employers and government. NOW: Pensions' offering in the UK will be high quality, low cost, and honest and I'm proud to be associated with it. — John Monks, member of House of Lords and former General Secretary of ETUC and TUC
NOW: Pensions' risk management and diversified growth fund are state of the art. — Win Robbins, former Head of European Fixed Income Barclays Global Investors
Over a short period of time, NOW: Pensions has established itself as a respected and credible player in the UK workplace pensions market attracting thousands of employers and hundreds of thousands of members. Joining the team at such a crucial time… — Jocelyn Blackwell, Founder of Dunnett Shaw and Raising Standards in Pensions Administration
I am backing NOW: Pensions, the ATP project, because I believe it will encourage transparency, low costs and decent returns for millions of British employees. — Nigel Waterson, former Shadow Pensions Minister