Your Step by Step Guide

We have broken down the implications of helping your clients prepare for Pensions Reform. Go through our Step by Step guide to make sure you're ready to help your clients.

To find out more, read our guide
Step 1: Familiarise yourself with the requirements of the legislation

From sometime between 2012 and 2018, employers will have to automatically enrol all eligible employees in a qualifying pension scheme and make contributions to their pension.

To find out more, read our guide
Step 2: Prioritise your client base

Prioritise your clients based how much support they will need to meet the new requirements.

To find out more, read our guide
Step 3: Assess the financial impact on your clients

This will depend on how close they are to meeting the new requirements.

To find out more, read our guide
Step 4: Help your clients prepare

Talk through the implications and the options available to your clients. Visit our tools section for practical resources and see our 'How can we help' section for more information.

To find out more, read our guide

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Use our tools to help you assess the impact of the reforms on employers and employees.

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Your Step by Step Guide

Step 1: Familiarise yourself with the requirements of the legislation

Step 2: Prioritise your client base

Step 3: Assess the financial impact on your clients

Step 4: Help your clients prepare

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