1. Developing a programme of communications to your members Gordon Lee ECR Communications Director The Pensions Regulator This presentation remains the property of The Pensions Regulator. The content of these slides should not be altered in any way or reproduced without express permission

2. Answers to questions… 1.What role do employers expect their trade associations to play? 2.What are The Pensions Regulator and DWP doing to communicate with employers? 3.What can you do to get the message out to your members? 2

3. Automatic enrolment - employers staging per month 3 Staging Dates Number of Employer Organisations < 250 employees < 10,000 employees <50 employees March 2014March 2013July 2015 V. LARGELARGEMEDIUMSMALL > 10,000 employees 2013201420152016

4. Employers expectations of their trade associations Employers plan to consult their trade association or professional body about automatic enrolment… …and when asked in focus groups, every employer expected to be alerted to automatic enrolment by their trade association 4 Employers with 5 to 49 employees Q24: Who (else) are you likely to consult about automatic enrolment in the future? Source : TPR Employer Tracker Study 2011 and 2012

5. Employers expectations of their trade associations 5 Awareness of their legal duties Information specific to their sector Independent advice Informed signposting Trade Association Trade Association Employer Research and consultation with employers has highlighted the following expectations:

6. The Pensions Regulator Communications Strategy 6 1.Communicate directly with employers 2.Partner with DWP on awareness raising promotion to employees and employers 3.Partner with business and financial intermediaries to increase employer awareness and understanding DWP Intermediary Organisations Intermediary Organisations EMPLOYERS The Regulator

7. Communications with Employers Objectives 1.To increase awareness 2.To increase understanding 3.To support employers in achieving compliance 7 Employer awareness of pensions reforms 250+ Employees 50 to 249 Employees 5 to 49 Employees 1 to 4 Employees 88%80%47%25% Employer understanding of pensions reforms 250+ Employees 50 to 249 Employees 5 to 49 Employees 1 to 4 Employees 57%45%18%6%

8. Large Employer Journey Employers with more than 250 employees with a staging date up to February 2014 -18-17-16-15-14-13-12-11-10-9-8-7-6-5-4-3-2SD+1+2+3+4 Communications with Employers 8 EMAIL WEB Email 1 Sign-Up to Support Email 2 Assess Your Workforce Email 3 Review Pension Arrangements Email 5 Communicate With Workers Email 4 Recordkeeping & Safeguarding Email 6 How To Register Email 7 Troubleshooting and Assistance 1234567891011212131314151617 CONTACT FREQUENCY

9. Medium Employer Journey Employers with 250 – 50 employees with staging dates between April 2014 and April 2015 -18-17-16-15-14-13-12-11-10-9-8-7-6-5-4-3-2SD+1+2+3+4-19 Communications with Employers 9 EMAIL WEB Email 1 Sign-Up to Support Email 2 & 3 Assess Your Workforce Emails 4 - 6 Review Pension Arrangements Emails 10 - 12 Communicate With Workers Emails 7 - 9 Recordkeeping & Safeguarding Emails 13 & 14 How To Register Emails 15 & 16 Troubleshooting and Assistance 12345678910111213141516171819202122232425262728 CONTACT FREQUENCY

10. Collateral and channels 10 Trade Press Advertising Social Media Website Content and GuidanceInteractive ToolsEmployer mail packs and outbound email programme

11. DWP Communications To employers and employees… Advertising and promotion that will improve awareness 11

12. Partnering with business and financial intermediaries 12 Intermediary Organisations Industry AssociationsTrade and Employer BodiesProfessional Institutes Employers AgentsInfluencersAdvisers   Pensions Administrators IFAs HR Professionals Accountants Employment Benefits Consultants Software Providers Bookkeepers Members

13. Communicating with your members – how we can help 13 We have developed a range of information tools to help in engaging with your members: National and regional events Local events Webinars Joint mail and email campaigns PR and website content Social media tools Online tools

14. Y1 Q1Y1 Q2Y1 Q3Y1 Q4Y2 Q1Y2 Q2Y2 Q3Y2 Q4 Typical professional/trade body journey 14 A customised approach that suits the specific needs of your members: Email Marketing Programme Webinar Schedule in partnership with The Regulator Articles in member publications White Label Tools Co-Branded with The Regulator Regional Event Attendance by The Regulator Website Content

15. Action 1.Get familiar with automatic enrolment The Pensions Regulator website www.tpr.gov.uk/actnow 2.Decide on what your members need Your own insight and from research by The Pensions Regulator 3.Plan your communications programme Using your existing channels and consider partnership with The Pensions Regulator 4.Contact The Pensions Regulator Articles, collateral, tools, webinars… available now 15