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How to…change your auto-enrolment supportRuth RayersDirector of Customer Service10th September 2014

Topics

• Why would I need to change my auto-enrolment support?

• Why would I want to do this now?

• The mechanics –

• Managing your data

• Communicating the changes

• Integrating the processes• Questions

I’ve just finished staging…why do I need to change my support?

But why now?

The mechanics…managing your data

The mechanics…managing your data

You’ve got the right data…now what

• Consistency is key• Data validation and field matching

What about the history?

• How do you keep a full audit history of your scheme if changing suppliers?

• 6 years or 4 years?

• What you need to understand?

• Will my old provider keep it and provide easy access to it?• If so, will they charge to keep these records?• Will my new provider take all historical information?

Communicating the change

Processes and integration

• Making it all work together

• The knock on effects

• Scheme management files

Summary

• The time to act is now

• Take what you did for auto-enrolment and learn from it

• Reclaim your job

• There is support out there

Tel - 01527 571 300

E-mail - info@johnsonfleming.com

Guide - www.johnsonfleming.com/guide/8

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