Auto-enrolment Planner

Auto-enrolment Planner – for advisers

Our Auto-enrolment Planner makes it easier for you to simultaneously manage multiple clients through to their staging dates.

  • Help your clients to auto-enrol. The planner creates a checklist and project plan of the actions and decisions they'll need to take to get ready for auto-enrolment.
  • Work more efficiently. Once you've created the plan for a client, the planner sends out regular emails from you telling them what tasks they need to complete.
  • Provider-neutral. It doesn't matter what pension provider your client is using for auto-enrolment.

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Auto-enrolment Planner – for employers

Take the headaches out of getting your business ready for your staging date with our Auto-enrolment Planner.

  • Know what to do and when. The planner creates a checklist and project plan of the actions and decisions you'll need to take.
  • Get support. With information to help you complete each task.
  • Stay on track. Automated email updates remind you of upcoming tasks and any that need urgent attention.

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Introducing our Auto-Enrolment Manager for employers (AME)

Introducing our Auto-Enrolment Manager for employers (AME)