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Event Date and Time
Tue 15 January
9:00 am - 10:30 am

Lion Court Conference Rooms



Automatic Enrolment and Workplace Pensions

at Lion Court Conference Rooms
Melbourne Rd
LE65 1RT
United Kingdom

Contact Telephone for Bookings or More Info: 01283 761866

Event Dates and Times:

Admission Price:
Seminar Free
Workshop £195.00 limited offer price please telephone for booking

Pension Reforms: Auto-enrolment

From October 2012 new legislation began affecting the largest
employers first and will gradually encompass all employers by February
2018.  The new duties force all employers to have a pension scheme
suitable for automatic enrolment and automatically enrol certain
workers into that pension scheme.  Other workers will have certain
rights to opt in or join a pension scheme.  The employer will be
required to make a contribution for those eligible, manage deductions
and contribution payments, communicate with employees and keep proper

To help employers meet the legal standards the Government has set up a
corporation to implement a national pension scheme – the National
Employment Savings Trust, or NEST for short.

For a Key Facts Brochure about the Workshop please email

Seminar Objectives
An introduction to the legislation: An explanation of the employer
duties, how to identify the staging date, the different categories of
workers, contribution amounts and ongoing responsibilities.

Workshop Objectives
This is an interactive workshop.  To get the best from the day
delegates can bring laptops and employee information.  Case studies
will be provided for delegates who do not want to use real data.  The
workshop will aim to give delegates a good all round understanding of
the new legislation and aim that they will be able to:
•determine the staging date, and if it should be brought forward or
•assess the workforce between different categories of worker
•understand the different pension scheme options available and if
existing arrangements are suitable
•build a timeline of action for implementation

Workshop Content
•Aligning the staging date with payroll cut-off and pay day to
streamline processes
•Postponement and notices
•Pension schemes overview and comparison of national pension
•Understanding salary exchange
•Automatic enrolment process and communication to employees
•Processing scheme membership – opt-in, opt-out, joining and
contractual enrolment
•Building a timeline of actions for smooth implementation
•Safeguards for workers
•Keeping proper records

Workshop materials
Delegates will receive a copy of the slides, with concise notes, links
to interactive calculators and on-line tools, and 1 hour post workshop
telephone or email support with a specialist pension consultant.

About Your Trainer
The workshop will be led by Jackie Fancourt, Dip PFS.  Jackie has
presented seminars since 2010 to hundreds of employers in the
Midlands.  These seminars are to help employers learn more about their
duties and have been organised by Jay Financial and in association
with NEST Corporation, Business Link and the Chartered Institute of
Management Accountants.  Jackie was selected as a  panelist for a live
Q&A for The Guardian discussing auto enrolment and wider pension

Jackie has in-depth knowledge of auto enrolment legislation and its
impact on employers and employees.  This combined with her ability to
explain complex subjects in a clear way means her workshops are both
practical and informative.

“This is a difficult subject explained as simply as possible” Rosemary
Watterson, Wearwell UK Ltd

“Thanks for your help, I have never heard pensions explained so simply
and clearly” David Finch, David Finch Photography

“Jackie is extremely professional and I continue to keep her card in
my portfolio and would welcome the chance to work together again” John
Boyle MBA FCMA, UK Finance and Administration Director, Bostik UK

Includes parking, refreshments and lunch for Workshop delegates

Not appropriate for public sector and employers with defined benefit

Event Tags: Pensions, Seminar, Workshop