Do you know when you’re allowed to give your clients advice on automatic enrolment, and where you cross the line into regulated financial advice territory?
We hosted a free, comprehensive webinar for accountants, bookkeepers, payroll professionals and other business advisers at 2pm on 14 July. It detailed all the areas where advisers have told us they want more information, including:
- Assessing and enrolling staff – who has duties and who is exempt?
- Your role in helping your clients choose a pension scheme – how you can help your clients and what you can and can’t do.
We also gave hints and tips on some of the steps that may take a little more time, or which you may be less familiar with, such as setting up your clients’ payroll, or sole director companies.
This was followed by a live question and answer session with our resident experts.
Please note: the information provided in this webinar and accompanying slides is correct at the time of publication. You may wish to check the website for the latest legislative information.