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Chartered Financial Planners

Chartered Financial Planners - Independent

Tel: 01332 416585

Chartered Financial Planners

Chartered Financial Planners - Independent

Tel: 01332 416585

Employer Key Actions

What are the key actions you should be taking prior to your staging date:

First Steps

  • Know when you need to be ready
  • Provide a point of contact
  • Develop your initial plans

Before Staging

  • Find out who to enrol
  • Choose your software and check records
  • Choose a pension scheme
  • Tell your staff

At Staging and Beyond

  • Automatically enrol your staff
  • Complete your declaration of compliance (registration)
  • Maintain your records

Find out about how we can help your business with auto enrolment requirements. 

What our customers say

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Ginny pretty much has done everything for me. I'm careful with my money but not necessarily financially savvy or have the willingness to be so. Ginny's enthusiasm and professionalism bridges the gap to my incompetence in this field.

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Craig, Nottinghamshire