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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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I have been with Pete for over 7 years now and he has always been friendly but professional. He gives me the best advice for my situation and needs, giving me all my options without pushing me in a particular direction.

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Personal Client