BBiFP | Chartered & Independent

Preparing your scheme

For us to help you set up a compliant auto enrolment pension scheme you will need to provide us with the following information:

  • You company details, including registered and trading address
  • Detail of the scheme point of contact
  • Essential business information, including your PAYE reference and Letter Code,. We will need your company number if you are a limited company.
  • How will you define the salary to be used to calculate the contributions
  • Will you enrol your staff as soon as possible, or postpone them
  • Will you postpone new employees who join after your staging date?
  • Will you match your staffs contributions if they choose to contribute more than the minimum?

All these questions and more are covered in our Auto Enrolment Factfind.