Pension Auto-Enrolment: The New Rules NEW

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The challenges of compliance for HR professionals

1-day thought leadership seminar Maximum 20 participants
London - 24 Sep 2012
Price:
£550 + VAT
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For many years pensions have been a key part of employee benefit packages. However, there has not been a legal requirement for firms to either contribute themselves or ensure that employees take up the benefit. All this is set to change as the rules for the auto-enrolment of eligible job holders into pension schemes come into force (in stages) from October 2012.

Unless employers formulate a strategy of how best to address these new employer duties, well before their staging date, they will find that the financial and administrative costs of compliance are a significant burden. HR professionals are amongst those who will be most affected and in order to assist those who have concerns about the new rules JSB is pleased to host this cutting edge seminar.

Speakers include:

  • Charlie Rogers, HR Business Partner - Pensions, Amey
  • Jim Bligh, Head of Employee Relations & Pensions, CBI
  • Debbie Harrison, Senior Visiting Fellow, The Pensions Institute, Cass Business School
  • Jeanette Makings, Director of Financial Education, Close Asset Management
  • Jeremy Mindell, Senior Reward and Tax Manager, Henderson Global Investors
  • Richard Bartlett, Assistant Director of Distribution, NEST Corporation 
  • Morten Nilsson, Chief Executive, NOW: Pensions
  • Robin Ellison, Partner, Pinsent Masons
  • Mark Bingham, Partner, Secondsight
  • Tim Middleton, Technical Consultant, The Pensions Management Institute


 

Seminar highlights:

  • Understanding the key tenets of the new employer duties
  • Integrating the new requirements into your pension strategy
  • Comparing the different types of pension scheme on offer
  • Investigating the practical aspects of preparing for your staging date
  • Communicating the new rules to employees
  • Assessing the administrative burden associated with the new rules
  • Determining the impact of auto-enrolment on recruitment and workforce planning 

This event is CPD accredited.

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Pension auto-enrolment: the new rules

09:00
Registration and coffee
09:20
Chairman’s opening remarks

Paul Secher, Managing Director, JSB 

09:30
Workplace pension reform: the road to auto-enrolment and the new employer duties explained
  • The commercial and social benefits of auto-enrolment
  • The key tenets of the new employer duties
  • What is the situation with temporary workers, office-holders, those under service contracts, volunteers, careers, nannies and other types of worker?
  • Who is exempt?
  • The obligations on the employer associated with:
    • Opt-ins
    • Joining requests
  • Know your staging date: October 2012 - September 2016
  • Rationale behind firms bringing forward a staging date and required conditions
  • The risks of non-compliance 

Debbie Harrison, Senior Visiting Fellow, The Pensions Institute, Cass Business School 

10:15
Integrating the new requirements into your pension strategy
  • Is it possible to forecast the likely opt-out and opt-in rates?
  • Rationale for revisiting your strategic pension plan in light of auto-enrolment
  • How to managing the likely increase in pension contributions
  • Viewing auto-enrolment as a compliance exercise vs. opportunity to add value an existing rewards package
  • Aligning the interests of HR and Finance to ensure a smooth compliance programme 

Robin Ellison, Partner, Pinsent Masons 

11:00
Break
11:30
Panel discussion: Pension schemes: a critical analysis of the different options
  • Overview of the key considerations for those employers who don’t currently have a pension provision
  • Is it more cost effective for employers with a scheme to remain with their current provider or explore new options?
  • What are the criteria that schemes need to meet in order to qualify?
  • Investigating the relative merits of the various options:
    • Contract DC
    • Occupational DC: unbundled, bundled, master trust
    • Combination of schemes to suit different sections of the workforce
    • Existing options and the new generation of master trusts
  • What are the non-financial factors that need to be borne in mind when selecting a scheme? 

Tim Middleton, Technical Consultant, The Pensions Management Institute

Richard Bartlett, Assistant Director of Distribution, NEST Corporation

Jeremy Mindell, Senior Reward and Tax Manager, Henderson Global Investors

Morten Nilsson, Chief Executive, NOW: Pensions

12:30
Lunch
13:30
Case study The practical aspects of preparing for your staging date
  • Assessment of contractual arrangements and employment relationships to determine levels of eligibility
  • Prepare data about for the scheme provider about the workers due to be enrolled
  • Adaptation of payroll interfaces
  • Contacting the chosen pension scheme provider and understanding the joining process
  • Developing procedures to process a potentially large number new joiners in short space of time
  • Post-implementation considerations and on-going responsibilities
  • Dealing with opt-ins and joining requests
  • Dealing with opt-outs and refunds 

Charlie Rogers, HR Business Partner - Pensions, Amey 

14:15
Communicating the new rules to employees
  • What information, when,  in what format are employers required to communicate to:
    • Eligible jobholders
    • Non-eligible jobholders
    • Other workers
  • Setting up a communication strategy that runs before, during and after your staging date
  • To what extent should communication about the auto-enrolment rules be part of employers financial literacy programmes?

Jeanette Makings, Director of Financial Education Services, Close Asset Management

15:00
Break
15:30
Panel discussion: The implications of auto-enrolment on HR as a whole
  • The impact of auto-enrolment on recruitment policies and workforce planning strategies given that:
    • Employers cant screen applications on grounds relating to potential pension entitlements
    • Employers cant suggest that an applicants sucess may depend on whether they opt-out of a scheme
  • The employment of older workers
    • To what extent could auto-enrolment rules, the abolition of the default retirement age and erosion of the value of pension pots increase the costs to an employer of its older workers?
  • Looking to the future: incorporating the costs of auto-enrolment into future business plans 

Mark Bingham, Partner, Secondsight

Jim Bligh, Head of Employee Relations & Pensions, CBI

Charlie Rogers, HR Business Partner - Pensions, Amey

16:30
Chairmans' closing remarks
16:40
Close of seminar

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This seminar is relevant for all HR professionals who are involved in preparing for auto-enrolment. It will be particularly valuable for: HR Directors Finance Directors Reward and Benefit Managers Pension Managers HR Shared Services Managers

 

Venue details will be confirmed shortly.

For further information on the training facilities
we use, please call us on +44 (0)20 8371 7010

Discounts now available

Multiple bookings discounts available

Receive a 20% discount when you book more than one event, or book more than one person on the same event. Please note this discount only applies to the lesser priced booking and when all bookings are placed together.

Registered charities

You are entitled to a 25% discount on your booking if you are a registered charity. This discount will show on your invoice once your booking is submitted. You will need your charity registration number for the booking form.

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