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Jack McVitie Chief Executive LEBC Group. Compliance for Smaller Employers & Alternative Approaches. An employer with a new qualifying scheme. Non-members will be postponed 3 months. Existing members of the old scheme will receive a tailored Auto-enrolment notice at staging. Case Study.
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Jack McVitie Chief Executive LEBC Group
Compliance for Smaller Employers & Alternative Approaches
An employer with a new qualifying scheme. Non-members will be postponed 3 months. Existing members of the old scheme will receive a tailored Auto-enrolment notice at staging. Case Study
What system will perform assessments – payroll? - provider? - employer? What system will deliver employee comms? – provider? - employer? Considerations - efficiency - reliability - security Pre-Staging Considerations
Example - Payroll- Assessment - Employer/Employee Comms Month 1 Day 1 - Staging Date Day 15 - Payroll Cut Off Day 16 - Payroll Run/Assessment Day 17 - New Joiner File to Provider Day 17 - Joining Notices Day 17 - Postponement Notices Day 17 - Opt-In Window Begins Day 19 - Contribution Payment Day 25 - Pay Date Keeping Pace With Events
No Time To Relax Month 2 Day 15 - Opt-Ins Noted Day 15 - Payroll Cut Off Day 16 - Payroll Run/Assessment Day 17 - New Joiner File to Provider Day 17 - Postponement Notices to New Employees Day 17 - First Opt-Out Window Ends Day 19 - Contribution Payment Day 25 - Pay Date Day 28 - Welcome Packs Issued
The “Crunch” Month Month 3 Day 15 - Check for Opt-Ins and Outs Day 15 - Payroll Cut Off Day 16 - Payroll Run/Assessment/Refunds Day 17 - New Joiner File to Provider Day 17 - Postponement Notices to New Employees Day 17 - Contribution Payment Day 25 - Pay Date Day 28 - Welcome Packs Issued End of period Postponement Ends for Staging Date Employees