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Action List
steps to make your journey easy

Follow these 10 steps to make your auto enrolment journey easy!

  • 1 Identify Your Staging Date

    Use the Cheviot auto enrolment tool on our website to help with this

    My Staging date

    See section 3
  • 2 Choose Your Workplace Pension

    Use the Pensions Regulator's six principles to assess any provider. Talk to your existing scheme if appropriate

    One year from Staging date

    See section 5
  • 3 Consider Contribution Structure

    Use the Cheviot calculator to check outcomes for your employees

    9 months from Staging date

    See section 4
  • 4 Talk to Your Payroll Provider

    Ensure they can provide the necessary support and records. Cheviot can suggest alternative suppliers if necessary

    9 months from Staging date

  • 5 Draft Comminications to Members

    Ask our chosen provider for templates

    5 months from Staging date

    See section 6
  • 6 Complete a Declaration of Compliance

    This can be done online

    5 months from Staging date

    See section 5
  • 7 Categorise Employees So You Know Who You Need to Auto Enrol

    Your payroll provider should help answer any questions

    4 months from Staging date

    See section 2
  • 8 Issue Communications to Members

    Your chosen provider should confirm timescales

    One month from Staging date

    See section 6
  • 9 Auto Enrol Employees

    Provide information to provider

    Staging date

    See section 3
  • 10 Keep Appropriate Records

    ongoing

    ongoing

    See section 7

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