0

0800 435 772

Auto Enrolment and Workplace Pensions

New 6-hour course  |  6 CPD hours

£ 329 +VAT per person

£329 +VAT
per person

This course can be presented in-house at your premises. You can find out more about our in-house training here.

If you would like to make an enquiry simply fill in the quick contact form below and a member of our in­house team will be in touch shortly.

Fields marked with an * are mandatory

Home > > Auto Enrolment and Workplace Pensions

Auto Enrolment and Workplace Pensions

6-hour course

Course prices:

Classroom: £329 +VAT per person

Course overview

It’s nearly 10 years since employers have had to offer a qualifying workplace pension to eligible workers and auto-enrol them as members. It’s been a complex and expensive addition to employer and payroll agent compliance responsibilities.

This comprehensive 6-hour course equips delegates with the practical knowledge and understanding required to effectively operate a workplace pension scheme. It offers in-depth guidance on the legal and operational considerations which businesses need to be aware of when meeting their obligation to offer a workplace pension to employees.

Our expert presenter, Kate Upcraft, uses her vast experience and a number of interactive exercises to explain how pension schemes work and what you need to consider when making the necessary calculations.  Attending this course will give you the confidence that your pensions operation is fully compliant with the demands of the Pensions Regulator and just as importantly the expectations of your staff, whilst controlling costs for the organisation.

What will be covered?

  • Legislation and regulatory oversight
  • The employer’s role in pension provision
  • Segmenting the workforce: who are workers, who is exempt?
  • What is assessment, qualifying earnings and the duties for each worker type
  • Compliant pension schemes
  • Using postponement/deferral and exclusions
  • How to auto-enrol and auto re-enrol including salary sacrifice
  • Setting up payroll
  • Communicating with employees
  • Processing opt-outs, opt-downs & cessations
  • Processing opt-ins
  • Payments over to the pension scheme(s)
  • Ongoing duties
  • Compliance

Who should attend?

This course will ensure that your payroll, HR, finance and benefits’ teams understand the full scope of the employer duties. If you are a payroll agent this will also be a key part of your payroll service provision to clients.

Extra benefits

  • A course pack containing the information presented on the day
  • A certificate of attendance

Course presenters

  • Kate Upcraft

    Kate is a renowned conference speaker and writer on legislative issues, including tax and National Insurance, benefits and the whole range of employer compliance responsibilities. She undertakes consultancy work with employers, assisting them with topics such as payroll health checks, RTI and auto-enrolment, systems selection and departmental re-engineering.