Transcript Slide 1

AUTO ENROLMENT TIMELINE.
Key
This timeline assumes use of a 3 month waiting period
= Employer to complete
= Legal & General to complete
PRP
3-12 months prior
to staging
Staging date
+ 1 month
Staging date
Staging date
+ 3 months
One month
to complete
PRP1
Decisions to make:
Using postponement?
Payroll OK?
Scheme structure agreed?
Things to do:
Complete and return Legal &
General auto enrolment
application
Scheme
announcement
Pay run date
= Pay reference period
One month
opt out window
One month
to complete
PRP4
Pay run date
PRP5
Pay run date
Assess eligibility
Assess eligibility
Contribution data
Opt out report
Waiting period
notice
Joiner Data
Membership
certificate
Refund report
Enrolment pack
Post sales
information
AUTO ENROLMENT TIMELINE.
Key milestones
Begin auto enrolment project
Time relative to staging
date
3 to 12 months before
Confirm structure
2 months before
Scheme announcement
Waiting period notice issued
Staging date
Within 1 month of staging
Final assessment
1 to 3 months after
Send joiner data
1 to 3 months after
Send contribution data
Must be paid over before the end of the second month
that contains the enrolment data
(only auto enrolees)
1 to 3 months after
Visit www.legalandgeneral.com/workplacebenefits to find out how we can help
you through your auto enrolment journey.
Legal & General Assurance Society Limited.
Registered in England and Wales No. 166055
Registered office: One Coleman Street, London EC2R 5AA.
We are authorised by the Prudential Regulation Authority and regulated by the Financial
Conduct Authority and the Prudential Regulation Authority.
Q0042237
10/14
H0150900
Insert corresponding dates
for your scheme below