Call our Independent Financial Advisers 01727 845500

We have worked with Steve Cook at Lonsdale Services over the years and find the help and assistance from them to be second to none. They helped us through the Auto Enrolment process which made it so much easier for us. They are always there if we have any queries and we will continue to use them going forward.

Clegg Gifford & Co Limited

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Workplace Pensions

Trust us to work with you on your auto enrolment and workplace pension project. Since 2013 our team has managed auto enrolment solutions for over 20 large employers. Most of our corporate clients have several hundred employees and some have very complicated payroll provision and workplace pension requirements.

Although every business works differently we look at auto enrolment and workplace pensions from your perspective, and you can be confident that we can plan your auto enrolment journey so your business meets its staging date. All our clients require different auto enrolment solutions so we are well placed to provide a solution that works in your business.

Many of our auto enrolment and workplace pension solutions have been challenging, due partly to circumstances within the companies we work for. We have sometimes managed auto enrolment solutions for companies where 4,4,5 payroll frequencies are combined with 40% staff turnover based over 120 sites.

Auto Enrolment & Workplace Pensions Management Service

Choose our comprehensive project management service and we will co-ordinate your company’s auto enrolment allowing you to manage your business.

We do not provide a fixed fee for this type of project; it is agreed on a case by case basis. If your company has a one monthly payroll and low turnover the cost will be lower than companies with multiple payrolls and high staff turnover.

Auto enrolment and workplace pension projects are complex, below are examples of areas that require consideration:

  • Does your company have a qualifying workplace pension?
  • Agree a contribution structure
  • How will you communicate the workplace pension plan to employees?
  • Who will assess staff for eligibility for a workplace pension?
  • Waiting period for each category
  • Does your company have a default fund?
  • Is your scheme certificated?
  • Number of payrolls?
  • Joining process?
  • Record keeping process?

pdfGuide on Retirement Options

We have been very happy with the support Richard provided on our auto enrolment project, we were guided through each of the steps in a logical manner which kept the whole process very straightforward.”

Mandy Parsons, Carestream

Case Study

Jack Richards & Son

Auto Enrolment Advice
Case Study details.

Employer Checklist

  • Know your staging date
  • Review your current pension scheme
  • Know your pay reference period and payroll date
  • Set up a qualifying workplace pension scheme (QWPS) that meets the new quality standards
  • Assess which members are “Eligible”, “Non-Eligible” or “Entitled” and understand how each category is treated
  • Make sure the right communications are sent to relevant employees at the correct time
  • Understand which employees have opted out of, or into, the QWPS
  • Make payments at the required level for employees who have opted into the QWPS
  • Check the payroll system/provider is adequate – what does it offer?

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Employee Benefits

Employee Benefits

An effective employee benefits solution helps your company retain key staff by providing the benefits they expect: life cover, income protection and private medical insurance. Offering a company pension enables employees to save tax efficiently for retirement.

Auto Enrolment


Steve Cook, Lonsdale IFA St Albans–Is your workplace pension set up correctly?

Recent cases of companies failing to comply with their auto enrolment duties shows how important it is to correctly set up your workplace pension.


Football club fined for not setting up staff workplace pensions scheme

Swindon Town Football Club is the latest high profile company to be fined after failing to meet their obligations to set up pensions for its staff.