Step 5 Check your records
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You will need to provide a lot of information to the pension provider. This information needs to be accurate and easily accessible if auto enrolment is going to be smooth. Early engagement with key providers such as pension scheme and payroll providers will help you identify what information is needed and whether this can be easily provided in the required format. Where problems have arisen it is the transfer of information that has caused most issues. Many payroll systems can provide the information pension companies need, but often the information has either not been held on the payroll system, or there are additional fields that have needed to be completed. Step 6 Choose your software There are many systems available to assist with automatic enrolment duties such as assessment of staff, communications and record keeping. Often these are provided by payroll companies or pension providers. There are also independent systems available. It is important to discuss the usefulness and availability of any additional software. It is also important to find out if there are any extra supplementary costs.
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