1. Welcome Rachel Lee Director of Events & Member Relations

2. Sign register Workbooks Providers have answers on stands “Costa coffee card” – minimum of 5 stamps Feedback CPD Portal Today

3. CPD Audit Findings

4. CPD Audit findings Still analysing deep drill results of 10% sample Focussing on how you know you’ve learnt ie questions and reflective statement More guidance to be issued Varied methods of learning – events & on line SPS – no issues with renewals Mortgage and GI still included within hours – caution

5. CPD Audit findings Claiming unstructured due to lack of evidence through reflective or testing – learning outcomes still required Evidence not personalised – no name Multiple choice – time not allowed Note taking formulates reflective statement – bullets points, copy of workbook Month to provide evidence if selected FCA may go to 50 hours if quality poor

6. We recommend Use workbooks for note taking – add reflective statement at bottom Use self test questions – answers on stands and emailed Vary learning – events and on-line Check default settings Name on certificate Events programme exceeds 21 hours structured

7. New look Simply Events New Features Colour coded distinct business sections Plan time more efficiently – AM, PM or All day Generate link to another related session Personalised events calendar widget displayed on your dashboard as reminder Google calendar –mark in your online diary

8. Auto Enrolment: Opportunity or car crash?? 2014 The start of the pension tsunami Locally in NR post code 1450 approx staging

9. Employers need your help

11. Payroll Provider Pension Provider Pension Provider Simple solution to a huge opportunity

12. Simply Enrol SimplyEnrol brings together the best! Carey, Creative and Jargonfree – 3 solution partners Your choice which solution suits Staffcare – powers all 3 partners and most corporate and EB platforms Staffcare is the “middleware”

13. Software solution running corporate & employee benefit schemes Established since 1997 Best in it’s class Already enrolled 200 schemes

14. Put your business at the heart of the workplace.... ABC Employer With established marketing permissions........ PAYROLL XYZ IFA Employee Comms.hub Other benefits Protection Savings Mortgage Pension

16. SB financial resource and diligence behind it Act as employer facing proposition Register interest to meet local adviser Working on your behalf to generate new clients Micro employer proposition under design that complements the 3 solution partners - Brand name

19. Identifying clients

20. www.companycheck.co.uk

21. Real Business 20/1/14......the main concern about pension auto enrolment for SMEs is the cost of implementation.......micro employers are also more concerned about the administration and communication to workers.....many book keepers and accountants are undecided on the type of support they will provide to their clients

22. Employer staging dates

24. Workforce analysis

26. Choose a pension plan

27. Simply enrol – 3 solution partners Solution 1: Creative Auto-enrolment - access to Scottish Widow's pension scheme. In addition, Creative's in-house investment professionals can choose the right funds for clients or leave this to you – your choice Solution 2: The Carey Group, Master Trust – default fund, model portfolios, bespoke. Can accept smaller employers Solution 3: Jargon Free Benefits - solution is provider agnostic leaving you to source the scheme

28. Employee communications

29. Record keeping

30. Managing payroll & employee questions

31. Employer implementation costs

32. Implementation costs in practice Scheme size Payroll Value & Av sal Creative % Payroll Carey % Payroll Jargon Free % Payroll 50£1.3 m 26k av £5950 initial £2400 0.64£4800 initial £2100 0.53£3000 initial £2400 0.42 40800k 20k av 1.040.860.8 30540k 18k 1.541.281.0 20300k 15k 2.782.31.8 10120k 12k 6.955.754.5

33. Your remuneration

34. Remuneration in practice Example – 2014 - 5 x 50 man schemes 2015 – 5 x 40 man schemes 2016 – 5 x 30 man schemes 2017 – 12 x 20 man schemes 2018 – 12 x 10 man schemes InitialRecurringTotal 2014£7500£4500£12000 2015£7500£8100£15600 2016£7500£10800£18300 2017£18000£15120£33120 2018£18000£17280£35280 Total£58,500£55,800£114,300 960 new potential clients

35. Solution comparison CreativeCareyJargonFree Implementation costs £5950 £4 pm per worker £4800 £3.50 pm per worker £3000 £4pm per worker Bespoke IT solution YYY Additional resource & Helpline YYN Dedicated sales, on board team, adviser, employer, employee helpline Y (Can assist with presentations to employers) N (Can assist with presentations to employers) N (Daily webinar support) Salary exchange Default optionY – if requiredY - if required End solution Scottish Widows preferential terms Or any other solution Master Trust – default fund, model portfolios, bespoke or other solution Provider agnostic Adviser remuneration £1500 £1.50 pm per worker £1500 £1.50 pm per worker £1500 £1.50 pm per worker

36. Making contact

38. Personalising contact

39. Personalised employer brochure

40. LinkedIn is the world’s largest online business network SimplyEnrol now has its own discussion forum For members only – request to join Comment on discussions or start your own Get involved

42. The way we communicate is changing The core principles are not Vital we adapt BUT make sure its relevant Now find us here… Access latest news and videos SimplyBiz communications

43. SimplyBiz now on YouTube

44. We are now Tweeting!! Email continues to be important – you can now choose what you receive via opt in/out Print still important – more content, more often Website key – new search facility is now live! More improvements

45. Agenda