1.       When is your staging date ?
 
0 – if date known and over 9 months away
1 – if date known and 6-9 months away
2 - if date known and 3-6 months away
3 – if date known and under 3 months away
4 – if date unknown

2.       Do you have a detailed project plan ?  

0 – if Yes
3 – if No

3.       Have you already selected your pensions provider ?

0 – if Yes
3 – if No and staging date 6 months or more away
5 – if No and staging date is within 6 months

4.       Have you decided if you need help with a) selecting a pension scheme b) implementing the HR and payroll processes ?  

0 – if professional advisers for a) and b) identified
3 – if professional advisers required but not selected
5 – if undecided

5.       Do you know the likely implementation costs and the increased annual running costs of auto-enrolment for your company ?
 
0 – if Yes
3 – if No and staging date 6 months or more away
5 – if No and staging date is within 6 months

6.       Do you understand the new HR and Payroll processes you need to implement ?  

0 – if Yes
3 - if No and staging date 6 months or more away
5 – if No and staging date is within 6 months

7.       Do you understand how much your payroll provider and their system can help you ?  

0 – if Yes
3 – if No and staging date 6 months or more away
5 – If No and staging date is within 6 months

8.       Have you decided whether you need a middleware solution and purchased it ?  

0 – if Yes
1 – if No and staging date 6 months or more away
3 – if No and staging date is within 6 months

9.       Do you know you need to certify with The Pensions Regulator before your staging date ?  

0 – if Yes and you have done so
1 – if Yes and you have yet to certify
2 – if No and staging date 6 months or more away
3 – if No and staging date is within 6 months

10.   Are you going to use postponement ?  

0 – if Yes or No and plans in place
1 – if Yes and plans not yet in place
3 – if don’t know

If your score is 12 or under you are fairly well prepared for auto-enrolment, if your score is between 13 and 24 some action is required but largely under control (you may wish to consider assistance to accelerate your progress), if your score is between 25 and 41 urgent action is required and you should actively consider some assistance to ensure you meet your regulatory deadlines.

If the test results indicate you need to take action or should seek assistance.

Ring me on 01502 528580 or 07549 954689

or email paul@eastpointpensionsolutions.co.uk for a free consultation.