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Pension Auto-enrolment

The Money and Pension Service has conducted research into the amount of savings held by UK adults. Shocking results revealed that around one in six adults have no savings. This is a concern for the UK Government, which is why they introduced the pension auto-enrolment scheme.

What is pension auto-enrolment?

Pension auto-enrolment is a mandatory requirement for UK employers to enrol qualifying employees into a workplace pension plan when they start work.  This is part of the UK Government’s efforts to ensure more people are saving for their retirement.

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How does pension auto-enrolment work?

Every business must automatically enrol an employee into a workplace pension scheme when they meet set criteria.

The employee must be enrolled if they:

  • Work in the UK, including seafarers
  • Aren’t already enrolled in a workplace pension scheme
  • Are between 22 and the current state pension age
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How does pension auto-enrolment work? (continued)

  • Earned at least £10,000 in the previous tax year

Businesses must enrol any employee if they meet the above conditions, even when they’re working part-time, on a short-term contract or are absent for different reasons, including maternity leave. Moreover, any employee that requests to join your workplace pension scheme that earned at least £6,240 in the previous tax year cannot be refused.

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Key considerations for pension auto-enrolment

Businesses might be required to enrol employees into a workplace pension, but there is still scope to optimise this for employees and the business itself.

Things to consider include:

  • Legal requirements, deadlines and compliance processes
  • Find and compare suitable workplace pension providers
  • The flexibility in changing providers
  • The suitability of schemes for the demographic of your workforce
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The benefits of receiving pension auto-enrolment advice

Companies can benefit from outsourcing the set-up of their pension auto-enrolment obligation. A financial adviser can provide explanations regarding the legal and tax implications of these schemes, and help businesses to choose the most appropriate scheme. One of their most important jobs is to help companies select the right level of contributions for employees.

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Taylor James pension advice for business

There’s no getting away from the obligation to enrol qualifying employees into a workplace pension scheme. This is to help workers save for their future, which is proven to be a concern among a significant percentage of the UK population.

Nevertheless, Taylor James can help companies make the most of this obligation by providing relevant policy, legal and tax explanations.  Our team can also help your business find the right workplace pension for your workforce. Make contact today to book your consultation.

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Call us today for a no obligation chat about planning your financial future.

Call: 0203 859 3320

Email: contact@taylorjamesfs.co.uk

Please note:

  • Advice on auto enrolment pensions is not regulated by the Financial Conduct Authority.
  • The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
  • Tax treatment varies according to individual circumstances and is subject to change.
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FAQs

What is financial planning for businesses?

Financial planning for businesses is when a financial adviser provides advice and even brokering services for a business, typically regarding insurance and pension products for staff members. Financial planning services can make a company more attractive to talented professionals while also providing the business with additional peace of mind.

How do Taylor James advisers help businesses?

Our financial advisers help clients by first getting to know their business and its long-term goals. Our qualified advisers will then source the most suitable insurance and pension products that could be utilised by the business. Our team provides essential knowledge and recommends products based on an understanding of the company’s needs. Taylor James advisers do not pressure business owners into choosing a product that has been recommended.

What type of businesses can contact Taylor James?

Our business financial planning service is open and available to businesses of all sizes across all industries. We encourage small and medium enterprises as well as large global corporations to contact our team for support when required. Our team also offers financial planning for individuals. 

We don’t know what we need, can you still help?

Yes, Taylor James advisers take a client-first approach by getting to know your needs and preferences to recommend products. We do not work the other way around; this is to make sure you are only considered for the most suitable and beneficial products. Ultimately, this means your business does not need to know what product it needs before getting in touch – that’s our job!

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FAQs

What is financial planning for businesses?

Financial planning for businesses is when a financial adviser provides advice and even brokering services for a business, typically regarding insurance and pension products for staff members. Financial planning services can make a company more attractive to talented professionals while also providing the business with additional peace of mind.

How do Taylor James advisers help businesses?

Our financial advisers help clients by first getting to know their business and its long-term goals. Our qualified advisers will then source the most suitable insurance and pension products that could be utilised by the business. Our team provides essential knowledge and recommends products based on an understanding of the company’s needs. Taylor James advisers do not pressure business owners into choosing a product that has been recommended.

What type of businesses can contact Taylor James?

Our business financial planning service is open and available to businesses of all sizes across all industries. We encourage small and medium enterprises as well as large global corporations to contact our team for support when required. Our team also offers financial planning for individuals. 

We don’t know what we need, can you still help?

Yes, Taylor James advisers take a client-first approach by getting to know your needs and preferences to recommend products. We do not work the other way around; this is to make sure you are only considered for the most suitable and beneficial products. Ultimately, this means your business does not need to know what product it needs before getting in touch – that’s our job!