Automatic Enrolment: A Guide for Accountants

by Rob Weaver

This course has been revised and is up to date for 2019-20. From the perspective of the accountant, this course looks at what you need to know, what advice you should give to your businesses and clients and how can you help them to implement the changes smoothly and effectively.

This course is not currently available

This course will enable you to

  • Understand the background and need for automatic enrolment
  • Identify the effects on both employers and employees
  • Understand how to comply with the legislation
  • Understand some of the key aspects to ensuring automatic enrolment is a success

About the course

Automatic enrolment (or auto-enrolment) is not just an issue for pension experts. It affects many aspects of business including payroll, human resources, legal and finance. All employers will need to comply, no matter what size, and with The Pensions Regulator ensuring compliance and imposing penalties on those who do not, employers need to act now. With a shortage of advice available, companies are turning to their accountants for support and advice on how to set up and administer a suitable scheme.

This course looks at the issue from the perspective of the accountant. What do you need to know? What advice should you give to your businesses and clients? How can you help them to implement the changes smoothly and effectively?

This course focuses on the choices and considerations for employers, looks at lessons already learned and shares different employer scenarios.

Look inside

imac
slide-1
slide-2
slide-3
slide-4
slide-5
slide-1-thumbnail
slide-2-thumbnail
slide-3-thumbnail
slide-4-thumbnail
slide-5-thumbnail

Contents

  • Background
    • What is automatic enrolment?
    • Why was automatic enrolment introduced?
    • What are the main employer concerns?
    • Where do employers go for assistance?
    • What is the capacity of resources?
  • Employer considerations
    • What are the key concepts of automatic enrolment?
    • What technical and compliance issues face employers?
    • What is the role of The Pensions Regulator?
    • Is data exchange the saviour of automatic enrolment?
    • What are the key facts and figures?
  • Project management and implementation
    • How do we plan the project?
    • What are our scheme options?
    • What can I learn from what others have already transitioned?
    • What examples exist?
  • The Automatic Enrolment Review
    • What were the key findings?
    • What key proposals are made?
    • Who are the winners here?
    • What else do I need to know?

How it works

Author

Rob Weaver

Rob Weaver BA (Hons) Has worked in the finance industry for over 25 years. He is a former Senior Pensions Consultant at a leading pensions provider. He currently works on a number of consultancy, training and coaching projects including the Level 7 Accountancy Apprenticeship (ICAEW, ACCA, CIMA) through Reed Business School.

Reviews

You might also like

Take a look at some of our bestselling courses

This course is not currently available. To find out more, please get in touch.