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 – 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
  • 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

What we'll do

We’ll contact you or your adviser to discuss your auto-enrolment requirements and find out if you intend to use SmartEnrol. We’ll send you a template to complete (XLS - 23kb)(Opens new window) with your employee data.

How we’ll help

Check out the rest of the auto-enrolment support available in our support section

Complete the data template (XLSX - 29kb)(Opens new window) and send it to our Onboarding team so we can work out the impact on your scheme

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 your data and spot any gaps. We’ll also check if it’s possible to give you access to SmartEnrol – 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

Call our Onboarding team on 0131 549 3000 or email pensionsreformsupportmb@aegon.co.uk(Opens new window)

Our Onboarding team will contact you and let you know what the next steps are. 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.

What we'll do

We’ll set you up on SmartEnrol

  • Send us your payroll cut-off dates
  • Upload your payroll file to SmartEnrol 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
  • We’ll complete the SmartEnrol set-up
  • We’ll talk you through the email verification process and how SmartEnrol works

How we'll help

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

Call our Onboarding team on 0131 549 3000

Send the assessment emails to your employees

What we'll do

Our Onboarding team will talk you through the assessment process and help you get up and running on SmartEnrol

How we'll help

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

  • Process your opt ins, opt outs and joiners
  • Use SmartPay to make contributions
  • Keep records
  • Register with tPR

What we'll do

We’ll process your new joiners

How we'll help

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