How Does Enrolex Auto Enrolment Work For IFAs?
Telephone: 0800 802 1291

How does Enrolex work?

How does Enrolex work for Intermediaries?

Enrolex works through an online registration process for business owners, and there is absolutely no need for IFAs to do any work at all to set a client up.

We offer remote assistance to business owners to help them set up their scheme, and guide them through the sign up process via an online meeting – you’re more than welcome to join this meeting too, or you can simply pass on your clients details and we take care of everything from there.

Our full process for implementing auto enrolment can be broken down into 7 easy steps – see below to understand exactly how it works for business owners that sign up with Enrolex:

Stage 1: Client Communication

Once you’ve decided to recommend us as your workplace pension provider, all we need from you is an introduction to your clients, and we can take it from there. We then work proactively to contact your clients and inform them of their responsibilities and options.

We analyse the staging dates of all your clients, tell them what they need to do (and when to do it!), and even organise online presentations for clients well before their staging dates to ensure they’re in the know. Our comprehensive support service ensures clients meet all legislation and avoid any potential fines for late set up.


Stage 2: Sign Up

After we’ve initially reached out to the client, getting them signed up to our system couldn’t be easier. Signing up can be done at any time in advance of the client’s staging date to reduce the risk of fines and last minute bottlenecks. We can do this entirely via telephone or online, and we even offer spread payments on direct debit.



Stage 3: Pre-Staging

Eight weeks before their staging date, the client will receive an email notification prompting them to take the next step in the process, which is submitting their direct debit details online. Again, our team of expert pension advisers is able to guide them through this in a live online meeting, though the client can usually complete most of this themselves to get it done even more quickly.

If more than one signature is required for the direct debit form, a physical mandate will be posted to the client for them to sign.


Stage 4: Uploading Employee Data

We’re almost there! This is the final stage in the setup process. Employee details, including age, salary, hours etc. is uploaded to the Enrolex system using a report produced by the payroll system. An advantage of our solution is that it works with all UK software packages, meaning no additional bolt-ons are required.

Our Enrolex advisers can complete this with payroll teams over the phone by talking through our fully assisted setup service – or, if your client runs their own payroll in house, we’ll take care of setting it up with them directly.

Stage 5: Postponement

With Enrolex, our system automatically postpones the staging date for 3 months for all clients. This gives us time to ensure all the software and processes are working correctly, and to support payroll teams in getting ready to submit the new reports. The benefits of postponing the scheme are that if your business has transient workers, or employees still on probation, the 3 month delay means that you don’t need to invest any money in their schemes that you don’t need to in the long run.


Stage 6: Staging

Once the client reaches their staging date, Enrolex will assess their workforce to determine if they need to be included in the scheme or not, contact employees to inform them about the scheme and their options, and then offer the employees access to their dedicated helpline.


Stage 7: Contributions Begin

When the client’s contributions begin, their payroll data is required to be uploaded to the Enrolex system via a CSV file. Our team of expert advisers can talk through this on the phone with payroll teams, and we even create a template of the report to ensure all goes smoothly.

The system then sends the pension report through to Scottish Widows, who collect the contributions via direct debit, and the client’s workplace pension is ready to go.


Setting up auto enrolment for your clients couldn’t be easier with Enrolex.