School Pension Auto Enrolment Service

Remove your administrative auto enrolment headache.

By taking care of all aspects of the auto enrolment process we can free up precious hours and let you concentrate on running your school.

We will do everything from processing the evaluation of staff members to formulating and distributing staff letters on headed paper, all in accordance with your local authority and legislative requirements.

We are only one of a small number of providers that provide auto enrolment administration services.

The main features of our auto enrolment service are highlighted below.

Please request a quote or get in touch for further information on 0330 123 2549

Service Features

AE Staging Assessment

  • Staff evaluation
  • Category identification
  • Staff letter production
  • Staff letter distribution
  • Reporting

AE Monthly Assessment

  • Staff category changes
  • Template letter production
  • LA and statutory compliance
  • Auto enrolment process
  • Reporting

Pension Expertise

  • Knowledge of LA requirements
  • All month and year end reporting
  • Direct data submission of LGPS
  • TP data uploaded
  • Starter, leaver & change forms

Account Expertise

  • Education sector specialists
  • Dedicated, specialist team
  • Agreed matrix of responsibilities
  • Monthly KPI’s & reporting
  • On site and remote training

Service Features

Payroll Strategy

  • Hierarchical portal viewing
  • Pension reporting
  • Strategic advice & planning
  • Full management information
  • Metrics across all schools
  • Absence reporting

Payroll Administration

  • Specialist online portal
  • Dedicated payroll officer
  • Cost-centre configuration
  • Multiple LA & TP pension rules
  • LGPS employee banding
  • Changes 4 days before pay run

Finance Strategy

  • MAT level budgeting
  • MAT level accounting
  • Benchmarking guidance 
  • SLT reporting & analysis
  • Financial controls
  • EFA reporting

Accounting Advice

  • Budget setting
  • Third party returns
  • Staff costs & restructuring
  • Monthly reporting & advice
  • Pre and post-audit support  
  • Accounting system set-up

Knowledge Centre

Academisation

Conversion Guidance

Planning on becoming an academy?

Academy & MAT resources

Download helpful information

Service Solutions

Our academy and MAT services

Case Studies

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