Invest Southwest

Automatic Enrolment

Eligible jobholder, entitled worker, minimum contributions, staging date, opt in, opt out, qualifying scheme, qualifying earnings, certification options, phasing in and salary exchange.

Auto Enrolment

These are just a few of the many things you have no doubt heard of or read about given the wide press coverage of Auto Enrolment.

With minimal information such as your payroll reference, staff names, salary amounts and dates of birth, we can provide you with a very informative initial assessment.

This will help you to decide whether you have the knowledge and tools to set a pension scheme up yourself or if you need more hands on help.

Either way we will be delighted to set you on your way. In our experience the level of help you are likely to need will very much depend on your knowledge of payroll. Remember:

  • Every employer with at least one member of staff must automatically enrol those who are eligible into a workplace pension scheme and contribute towards it.
  • Whether you are aware of it or not, if you need to have a scheme you will already be assigned a staging date and you must be prepared for this date.
  • If you fail to comply with your duties you may be fined and/or prosecuted.

For more information call 01823 353970 or email

Our initial consultation is free of charge however long it takes and for your reassurance, we will never levy a charge unless we can demonstrate that we can benefit you in doing so.


Workforce Assessment Report Sample


Money Newsletter Winter 2018

Money Newsletter Winter 2018

Money Newsletter Winter 2018

Vouched For - UK Top Rated 2015