Home / Employee benefits / Auto enrolment

Choose an office:

Select

020 7499 6424

72 Welbeck Street
London
W1G 0AY

Location

info@brooksmacdonald.com

0131 240 3900

10 Melville Crescent
Edinburgh,
EH3 7LU

Location

edinburgh@brooksmacdonald.com

+441481 815 555

1st Floor Royal Chambers,
St Julian’s Avenue, St. Peter Port, Guernsey
GY1 2HH

Location

guernsey@brooksmacdonald.com

0161 870 3860

Richmond House, Heath Road, Hale WA14 2XP

Location

hale@brooksmacdonald.com

01329 552 111

The Long Barn, Dean Estate
Wickham Road, Fareham
PO17 5BN

Location

hampshire@brooksmacdonald.com

+441534 715 555

First Floor Liberation House
Castle Street, St. Helier, Jersey
JE2 3AT

Location

jersey@brooksmacdonald.com

01926 351 051

36 Hamilton Terrace
Leamington Spa,
CV32 4LY

Location

leamingtonspa@brooksmacdonald.com

01618 614 110

10th Floor, No 1 Marsden Street
Manchester
M2 1HW

Location

manchester@brooksmacdonald.com

01823 217 084

4 Heron Gate
Hankridge Way, Taunton
TA1 2LR

Location

taunton@brooksmacdonald.com

01892 554 900

2 Mount Ephraim Road
Tunbridge Wells Kent
TN1 1EE

Location

tunbridgewells@brooksmacdonald.com

01904 234 820

Howard House
3 St Mary’s Court,
Blossom Street, York, YO24 1AH

Location

york@brooksmacdonald.com

Auto enrolment

Auto enrolment has been introduced because as life expectancy increases, the government’s ability to fund pensions diminishes. In response, workers are being encouraged to join workplace pensions and to plan financially for their retirements.

Every company must enrol eligible employees into a workplace pension scheme and contribute towards it. If a worker does not want to take part, they have the opportunity to opt out.

Brooks Macdonald Employee Benefits has been guiding employers through the legislation, from the setting up of qualifying schemes to meeting the on-going administration and compliance requirements.

We can help you select any software you may need to support the assessment, compliance and reporting of auto enrolment. We make sure it works within your existing processes and links to HR and payroll systems, as well as pensions and master trust providers.

The Pensions Regulator has introduced safeguards to protect employees and potential employees. Under these safeguards companies can find themselves in trouble if they stop an employee’s membership of an active scheme without permission; discriminate against workers due to pension decisions; induce members to opt out of a pension scheme; or make recruitment decisions based on an employee’s likely pension choices.

Getting it right is essential because there can be significant penalties for companies that do not comply with auto-enrolment rules. The Pensions Regulator has the power to issue penalty notices to companies for each day of non-compliance. These can range from £50 to £10,000 per day, depending on the size of the workforce.

Our experts are already experienced in auto enrolment and can ensure you don’t fall foul of the rules. If you already have a scheme in place and you are not happy with the way it is being run, we can help you to manage it.

Small employers and All-Enrol

Most large and medium-sized companies have now enrolled their eligible employees into a workplace pension. By 2018, hundreds of thousands of small and micro businesses will have to do the same.

On the whole, small employers don’t have the HR and payroll teams to commit to auto-enrolment projects. To help, Brooks Macdonald Employee Benefits has developed the All-Enrol solution.

All-Enrol supports small employers in the run up to auto enrolment. It is a simple three-stage process for setting up a qualifying workplace pension scheme. It is cost-effective, fully outsourced and easy to understand, and complies with all the auto-enrolment legislation.

Contact us

For further information, please contact eb@brooksmacdonald.com.

Brooks Macdonald Financial Consulting Limited is authorised and regulated by the Financial Conduct Authority. Registered in England No 2621847. Registered Office: 72 Welbeck Street, London W1G 0AY.

Key contacts

Nicola Bacchus

Client Relationship Director, Employee Benefits, London

Nicola joined Brooks Macdonald in 2015, she holds the position of client relationship director, employee benefits. Nicola is responsible for leading the employee benefits client relationship management team.

Prior to joining Brooks Macdonald, Nicola worked at Standard Life, Vebnet and Wordplay. She has over 25 years’ experience in financial services.

Nicola holds a Diploma in Financial Planning.

Adam Bexson

Client Relationship Manager, Employee Benefits, London

Adam joined Brooks Macdonald in 2016 and provides advice to employers on all aspects of their benefits programmes. 

Prior to joining Brooks Macdonald, Adam worked for Barnett Waddingham, where his focus was on the provision of advice to SMEs. He has over 10 years’ pensions’ experience.

Adam holds a number of qualifications, including the CIIs Diploma in Financial Planning.

Rebecca Rowntree

Client Relationship Manager, London

Rebecca was part of the employee benefits team between 2008 and 2011, retuning to Brooks Macdonald in 2015 after a career break.  Rebecca assists employers choose, set up, administer and review benefits for their employees.

Rebecca has over 15 years’ experience in financial services, having started her career at an insurer then moving into employee benefits. 

Rebecca is working towards the Diploma in Financial Planning, and holds the Certificate in Financial Planning.

Offices

London

020 7499 6424

info@brooksmacdonald.com

72 Welbeck Street
London
W1G 0AY

Edinburgh

0131 240 3900

edinburgh@brooksmacdonald.com

10 Melville Crescent
Edinburgh,
EH3 7LU

Guernsey

+441481 815 555

guernsey@brooksmacdonald.com

1st Floor Royal Chambers,
St Julian’s Avenue, St. Peter Port, Guernsey
GY1 2HH

Hale

0161 870 3860

hale@brooksmacdonald.com

Richmond House, Heath Road, Hale WA14 2XP

Hampshire

01329 552 111

hampshire@brooksmacdonald.com

The Long Barn, Dean Estate
Wickham Road, Fareham
PO17 5BN

Jersey

+441534 715 555

jersey@brooksmacdonald.com

First Floor Liberation House
Castle Street, St. Helier, Jersey
JE2 3AT

Leamington Spa

01926 351 051

leamingtonspa@brooksmacdonald.com

36 Hamilton Terrace
Leamington Spa,
CV32 4LY

Manchester

01618 614 110

manchester@brooksmacdonald.com

10th Floor, No 1 Marsden Street
Manchester
M2 1HW

Taunton

01823 217 084

taunton@brooksmacdonald.com

4 Heron Gate
Hankridge Way, Taunton
TA1 2LR

Tunbridge Wells

01892 554 900

tunbridgewells@brooksmacdonald.com

2 Mount Ephraim Road
Tunbridge Wells Kent
TN1 1EE

York

01904 234 820

york@brooksmacdonald.com

Howard House
3 St Mary’s Court,
Blossom Street, York, YO24 1AH

Awards

  • Best company 2017
  • Gold standard awards 2016 winner discretionary portfolio management
  • Defaqto 2017 - DFM Bespoke
  • Defaqto 2017 - DFM managed portfolio
  • Defaqto 2017 - MPS on platform
  • Defaqto 2017 - DFM Service Gold

Investing carries risk. Investment means that your capital is at risk and that there is no certainty that you will receive your capital back or that a positive return on your investment will be made. Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain. Investment may not be suitable for everybody and potential investors should take their own independent advice.