Auto enrolment checklist

Try our free checklist – it takes approximately 1-2 minutes.


Questionnaire

Q1. Do you know your automatic enrolment staging date?
YesNo

Q2. Do you have an adviser who can assist you with your automatic enrolment duties?
YesNo

Q3. Are you aware of automatic enrolment obligations?
YesNo

Q4. Are you aware of how long it takes to implement automatic enrolment?
YesNo

Q5. Have you considered all of the systems you use and how they will work together?
YesNo

Q6. Have you considered who will be undertaking the various processes within your organisation and training requirements?
YesNo

Q7. Do you intend to use your existing scheme for automatic enrolment?
YesNo

Q8. Does your existing scheme meet automatic enrolment qualifying conditions?
YesNo

Q9. Are your employee records up to date?

YesNo

Q10. Have you conducted an assessment of your workplace against the eligibility rules for automatic enrolment?
YesNo

Q11. Does your payroll/HR system offer automatic enrolment capacity?
YesNo

Q12. How do you segment your workforce in your payroll, for example, job, families, pay groups, pay thresholds?

Q13. How often do you run your payroll and does it differ for various segments of your workforce?

Q14. Have you estimated the cost?
YesNo

Q15. Have you considered different contribution models?
YesNo

Q16. Do you intend to use segmentation with your automatic enrolment scheme?
YesNo

Q17. Do you intend to use salary sacrifice with your automatic enrolment scheme?
YesNo

Q18. Have you considered the three month postponement for automatically enrolling your employees?
YesNo

Q19. Have you thought about how you will manage the opt-out / re-enrolment process?
YesNo

Q20. Have you considered how you will communicate with your employees?
YesNo

Your Details

Your Name (required)

Company name

Your Email (required)

If you tick no to the majority of these questions, we can help!

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