Developing a programme of communications to your members

1. Developing a programme of communications to your members Gordon Lee ECR Communications Director The Pensions Regulator This presentation remains the property of The Pensions Regulator.The content of these slides should not be altered in any way or reproduced without express permission

2. Answers to questions… What role do employers expect their trade associations to play? What are The Pensions Regulator and DWP doing to communicate with employers? What can you do to get the message out to your members?

3. Automatic enrolment - employers staging per month March 2013 March 2014 July 2015 V. LARGE LARGE MEDIUM SMALL Number of Employer Organisations > 10,000 employees < 10,000 employees < 250 employees <50 employees 2013 2014 2015 2016 Staging Dates

4. Employers expectations of their trade associations Employers plan to consult their trade association or professional body about automatic enrolment… …and when asked in focus groups, every employer expected to be alerted to automatic enrolment by their trade association Employers with 5 to 49 employees Q24: Who (else) are you likely to consult about automatic enrolment in the future? Source : TPR Employer Tracker Study 2011 and 2012

5. Employers expectations of their trade associations Research and consultation with employers has highlighted the following expectations: Awareness of their legal duties Information specific to their sector Trade Association Employer Independent advice Informed signposting

6. The Pensions Regulator Communications Strategy EMPLOYERS DWP Intermediary Organisations The Regulator Communicate directly with employers Partner with DWP on awareness raising promotion to employees and employers Partner with business and financial intermediaries to increase employer awareness and understanding

7. Communications with Employers Objectives To increase awareness To increase understanding To support employers in achieving compliance

8. Communications with Employers -18 -17 -16 -15 -14 -13 -12 -11 -10 -9 -8 -7 -6 -5 -4 -3 -2 -1 SD +1 +2 +3 +4 Large Employer Journey Employers with more than 250 employees with a staging date up to February 2014 Mailing 1 Know Your Duties & Staging Date Mailing 2 7 Steps Action Plan Mailing 3 Check Your Progress Signpost Mailing 4 Register Now with TPR Mailing 5 Registration Reminder MAIL Call 1 Telephone Assessment Call 2 Telephone Assessment Call 3 Pre-enforcement Warning PHONE Visit to employers who need support Visit to employers who need support FACE TO FACE Email 1 Sign-Up to Support Email 2 Assess Your Workforce Email 3 Review Pension Arrangements Email 4 Recordkeeping & Safeguarding Email 5 Communicate With Workers Email 6 How To Register Email 7 Troubleshooting and Assistance EMAIL WEB CONTACTFREQUENCY 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17

9. Communications with Employers -18 -17 -16 -15 -14 -13 -12 -11 -10 -9 -8 -7 -6 -5 -4 -3 -2 -1 SD +1 +2 +3 +4 -19 Medium Employer Journey Employers with 250 – 50 employees with staging dates between April 2014 and April 2015 Mailing 1 Know Your Duties & Staging Date Mailing 2 7 Steps Action Plan Mailing 3 Check Your Progress Signpost Mailing 4 Register Now with TPR MAIL Call 4 Telephone Assessment (risk-based) Call 2 Telephone Assessment (risk-based) Call 1 Contact Verification Call 3 Telephone Assessment (risk-based) Call 5 Pre-enforcement Warning PHONE Email 1 Sign-Up to Support Email 2 & 3 Assess Your Workforce Emails 4 - 6 Review Pension Arrangements Emails 7 - 9 Recordkeeping & Safeguarding Emails 10 - 12 Communicate With Workers Emails 13 & 14 How To Register Emails 15 & 16 Troubleshooting and Assistance EMAIL WEB CONTACTFREQUENCY 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28

10. Collateral and channels Employer mail packs and outbound email programme Website Content and Guidance Interactive Tools Social Media Trade Press Advertising

11. DWP Communications To employers and employees… Advertising and promotion that will improve awareness

12. Partnering with business and financial intermediaries Intermediary Organisations Trade and Employer Bodies Industry Associations Professional Institutes   Influencers Advisers Agents HR Professionals Employment Benefits Consultants Pensions Administrators Software Providers IFAs Bookkeepers Accountants Employers Members

13. Communicating with your members – how we can help We have developed a range of information tools to help in engaging with your members: National and regional events Local events Webinars Joint mail and email campaigns PR and website content Social media tools Online tools

14. Typical professional/trade body journey A customised approach that suits the specific needs of your members: Y1 Q1 Y1 Q2 Y1 Q3 Y1 Q4 Y2 Q1 Y2 Q2 Y2 Q3 Y2 Q4 Email Marketing Programme Website Content White Label Tools Co-Branded with The Regulator Regional Event Attendance by The Regulator Webinar Schedule in partnership with The Regulator Articles in member publications

15. Action Get familiar with automatic enrolment The Pensions Regulator website www.tpr.gov.uk/actnow Decide on what your members need Your own insight and from research by The Pensions Regulator Plan your communications programme Using your existing channels and consider partnership with The Pensions Regulator Contact The Pensions Regulator Articles, collateral, tools, webinars… available now