Getting ready for auto-enrolment

Auto-enrolment can put a strain on your resources, so we’re committed to making this as easy as possible for you.

Your auto-enrolment planning should start at least 12 months prior to your staging date. You need to think about your obligations and duties – what you need to do and when. 

SmartEnrol: our auto-enrolment solution

We want to help you meet your legal requirements and have developed SmartEnrol(Opens new window) – a tool designed to help you enrol all your eligible employees efficiently. It: 

  • supports you with your compliance requirements,
  • let’s you get on and do your job,
  • is online and easy to use, and
  • is backed-up by a dedicated team just a call or email away.

We're with you all the way

This auto-enrolment timeline should help you start to prepare your journey and give you an idea of how we can support you along the way.

The Pensions Regulator(Opens new window) (tPR) will write to you 12 months before your staging date – remember to tell us as soon as you find out.

Think about how you’ll manage extra costs associated with auto-enrolment, and make sure you understand your duties. And if you haven’t already, discuss with your adviser and plan ahead.

What we'll do

Our onboarding team will check if it’s possible to give you access to SmartEnrol(Opens new window) and if we can accept new entrants to your scheme.

We’ll confirm if your Aegon scheme can be designated as your auto-enrolment scheme – and if we can accept everyone that will be auto enrolled.

We’ll confirm any changes to existing terms for the new auto enrollees, and send these to you or your adviser.

How we’ll help

For platform queries please contact:

Our client support team on 0345 608 1680 (Option 3)

Or to email the team - Clientsupport@arc.aegon.co.uk(Opens new window)

For non-platform queries please contact:

Our onboarding team on 0131 549 3000

Or to email the team - pensionsreformsupportmb@aegon.co.uk(Opens new window)

Think about how you’re going to communicate with your employees about auto-enrolment.

What we'll do

Our onboarding team will contact you or your adviser to discuss the timeline and your requirements ahead of staging. They'll send you the template set-up file and Employer agreement.

Send us your set-up form and payroll file.

To help you meet your duties, we need all your data – and for you to complete the first stages on this timeline – at least three months before your staging date

Start communicating with your employees about auto-enrolment and how it affects them.

  • Send us your payroll cut-off dates.
  • If you’re using SmartEnrol upload your payroll file and complete the email verification process.
  • Make sure you understand what you need to do and when.

What we'll do

  • We’ll contact you if there’s anything missing from your data.
  • If you’re using SmartEnrol, complete the SmartEnrol set-up and we’ll talk youthrough the email verification process.

How we'll help

Take a look at our SmartEnrol demo(Opens new window)

For platform queries please contact:

Our client support team on 0345 608 1680 (Option 3)

Or to email the team - Clientsupport@arc.aegon.co.uk(Opens new window)

For non-platform queries please contact:

Our onboarding team on 0131 549 3000

Or to email the team - pensionsreformsupportmb@aegon.co.uk(Opens new window)

If you’re using SmartEnrol, our onboarding team will talk you through the assessment process and help you get up and running.

What we'll do

Our Onboarding team will talk you through the assessment process and help you get up and running on SmartEnrol(Opens new window)

  • Use SmartPay to make contributions (If using platform you'll pay through ARC in the normal way).
  • Keep records.

What we'll do

We’ll process your new joiners.