Auto Enrolment Questionnaire Auto enrolment questionnaire This form will gather the important information we need in order to advise you on your auto enrolment options. Step 1 of 5 20% Your company detailsThis is the information we need about your company, as well as your contact details so we can get in touch.Company name*Company typee.g. Limited Company, Partnership, LLP, Charity, etc.Company numberIf you are a limited company please enter your company number here. If you do not have a company number please leave this field blank.Registered address Street Address Address Line 2 City County / State / Region ZIP / Postal Code Is your trading address the same as your registered address?YesNoPlease enter your trading address Street Address Address Line 2 City County / State / Region ZIP / Postal Code Contact Name* First Last Contact Email* Contact Phone* Accountant/Payroll DetailsThis section will gather information about the accountant or payroll and the payroll system used. We have special discounts available for the clients of some accountants, and if we know the payroll system you are using we may be able to help you more easily.Who handles your payrollWe do our payroll in-houseWe use an accountant/payroll bureauContact Name* First Last Contact Phone*Contact Name* First Last Payroll software used (if known)How often do you run your payroll?MonthlyWeeklyOtherWhat is your Staging Date? DD MM YYYY What is your PAYE reference?What is your Pensions Regulator Letter Code?This is a 10-digit number printed on official notifications from The Pensions Regulator. Your existing pension schemeDo you have an existing Defined Contribution pension scheme?YesNoIs it a qualifying scheme?YesNoDon't knowCan your payroll integrate with this scheme?YesNoDon't knowWho is the scheme provider? Your auto enrolment schemeWho will assess your staff?Our payroll softwareThe pension schemeDon't knowYou must assess your staff every payroll period to see if they qualify to be automatically enrolled.What is your definition of pensionable salary?Basic salaryBand earningsOtherStaff are commonly assessed on 'basic salary' which covers all their earnings, or 'band' or 'qualifying' earnings, which covers what they earn between the lower and upper earnings limits. Other options are also available but these two definitions meet the needs of most of our clients. What level of contributions do you want to pay?Minimum contributionsOtherThe minimum contributions are currently 2% of the salary defined above, of which at least 1% must come from the employer. From April 2018 the minimum will increase to 5% of salary (of which at least 2% must come from the employer) and from April 2019 will increase again to 8%, of which at least 3% must come from the employer). Some of our clients choose to pay more than the minimum but this is entirely up to you.As you have selected 'other' please tell us how you want your contributions to work.Do you want to match employee contributions?I do not want to offer matchingI want to match everything my staff contributeI want to limit my matched contributionsMatching is where the employer agrees to contribute the same amount as the employee. You can match up to any level you want, and cap the employer contributions if you wish. For example, you might match only up to 5%. If your employee decides to contribute 10% you will still only contribute 5%. Regardless of your matching options, the legal minimums will still apply.At what percentage do you want to cap your matched contributions?Please enter a value between 1 and 100. PostponementThere are two types of postponement you can do. The first is to postpone your company staging date. The second is to postpone individual members from joining.Do you want to postpone your start date?No - I do not wish to postpone the start dateYes - 1 monthYes - 2 monthsYes - 3 monthsYou can put off starting your scheme by up to three months, but this will not change your staging date.Do you want to automatically postpone new employees?No - I do not wish to postpone membersYes - 1 monthYes - 2 monthsYes - 3 monthsPostponement allows you to defer new employees from joining the pension scheme immediately. For example, you might have a three-month probationary period for all new staff. You can avoid automatically enrolling staff during this period if you wish. Note that your staff still have a legal right to join the scheme if they wish, and if they do you must still contribute your share. Postponement only puts off the automatic part of this process.
