Automatic Enrolment Advice

Government legislation surrounding workplace pensions means there are now pension planning requirements for employers before, during, and after the employer’s ‘staging date’ for auto-enrolling their staff in to a workplace pension scheme. There are also penalties for non-compliance.

Call us now and one of our Financial Advisers will be happy to help or Arrange a call back and we will call you.

Why choose Gale and Phillipson?

We can help by providing Automatic Enrolment advice where we can work together with you in:

  • Reviewing your current situation, including workforce assessment (how many qualifying employees do you have).
  • Reviewing timescales to your staging date (what needs to be done and by when to ensure the business does not incur any financial penalty from the pensions regulator).
  • Working on your budgets & costs to the business (In house vs outsourced package, Ad-hoc Vs Ongoing support).
  • Reviewing your current systems (payroll, etc) and staff in place to manage professionals).
  • Discussing how to communicate changes effectively to staff. From Initial correspondence through to production of policy documentation we will ensure all communication is compliant and easy to understand.
  • Discussing how to review the situation as it changes. As your workforce changes so will the number of qualifying members, we will assess this regularly to ensure the business is meeting its Automatic Enrolment obligations moving forward.

Call us now and one of our Financial Advisers will be happy to help or Arrange a call back and we will call you.

Call us now and one of our Financial Advisers will be happy to help or arrange a call back

Corporate Advisers

Victoria Cudlip

Wealth Planning Adviser

Paul Moat

Wealth Planning Adviser

Paul Bain

Wealth Planning Adviser

Adam Henderson

Wealth Planning Adviser

Paul Reeves

Wealth Planning Adviser


Privacy Statement

Gale and Phillipson Ltd and its subsidiaries Gale & Phillipson (Life & Pensions) Ltd and Gale & Phillipson (Financial Management) Ltd are authorised and regulated by the Financial Conduct Authority (FCA 431387, 142752 and 195080) and all trade under the name Gale and Phillipson. Registered in England and Wales, numbers 05409822, 03751076 and 02232959. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB.

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