Managing Automatic Enrolment for your payroll clients


If you provide a payroll service, it is highly likely that your smaller payroll clients will ask you to

manage the Automatic Enrolment process for them.


Automatic Enrolment is complex and requires planning and decision making, something that smaller employers

may not have the time or knowledge to do - or indeed wish to do.


From our experience of helping employers meet their new duties over the last 3 years, we understand the 

issues faced by smaller employers and why the solution for your clients needs to be simple and easy to operate.


That is why we launched SimpleAE for accountants.



 We manage everything for your payroll clients - except the things only they can do

Making automatic enrolment easy for your payroll clients


SimpleAE makes it easy for accountants to offer a low cost and compliant solution for their payroll clients

as we manage everything - except the things only your clients can do.


The things your clients don't need to do with SimpleAE:


  • Choose a pension scheme

  • Decide on the Earnings Definition

  • Assess their Workers

  • Issue Communications

  • Manage opt-outs and opt-ins

  • Maintain records

  • Communicate with the Pensions Regulator

  • Process the pension contributions


All these tasks are taken care of by the SimpleAE process and auto-enrolment team

that will support you and your clients - starting from their Staging Date and every payroll thereafter.


You don't need to pay for additional payroll software

Some payroll providers are charging for upgrading their systems to manage automatic enrolment. The SimpleAE process

uses the existing payroll software - so generally there is no need to pay for additional software.


The SimpleAE process is not middleware

Some employers have used what is referred to as 'middleware' to manage automatic enrolment for them. Whilst

this is a cost effective solution for larger employers, it is generally not suitable for smaller employers.

Your own SimpleAE Management Portal


To make it even easier for you, we provide you with a SimpleAE Management Portal. You can load your payroll clients

into the portal (individually or bulk import) and use this to manage the process prior to their Staging Dates.

When you enter their details, we ask for their PAYE reference number. We have a direct feed with the Pensions Regulator

and use the PAYE reference number to obtain the correct staging date.

The automatic enrolment process is then aligned to this date.

We have learnt from experience that not all staging dates provided to us by employers are correct!




The pension money is in safe hands

The pension money is invested with Scottish Widows, one of the UK's most trusted Life, Pensions and Insurance providers. In our experience, employers and employees prefer to have their money invested with a well known and trusted provider.

0345 475 1071


Automatic Enrolment made easy