Guides and tools

Helping you cope with the complexities of auto-enrolment

Looking for auto-enrolment tools and guides? We can help. Whether you’re a large employer, a small business, a sole-trader or a business adviser, we have a range of simple online tools and guides to help you deal with auto-enrolment.

Auto-enrolment Planner

Not sure how to prepare your business for auto-enrolment? Tell us your staging date, and our Auto-enrolment Planner creates a tailored plan showing you what to do, how, and when.

Use the employer version

Use the adviser version

Guide to choosing a pension provider

Trying to work out which auto-enrolment pension scheme will be best for your business? This guide could help – it includes information from the likes of Defaqto and IRIS Payroll.

Request your guide