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.

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