Successful Staging Planning Tool

The challenge for employers in complying with their new automatic enrolment responsibilities is proving to be greater than many employers imagined. They're turning to advisers in ever greater numbers and advisers are finding their role is very different from the part they would have played in setting up a group pension plan of old. You'll require new skills such as project management and a new way of setting fees for this expanded role.

Our new Successful Staging Planning Tool has been designed to help you set out the steps towards successful automatic enrolment.

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