Page 1 Page 2 Page 3 Page 4YOUR SIMPLE GUIDE TO AUTO-ENROLMENT Clifton Wealth has an in-depth knowledge and experience of the pensions market and offers a wide range of corporate pension services designed to suit the needs of employers. We have two offerings to assist you in dealing with your mandatory workplace duties. Auto-enrolment legislation is complex with serious consequences if you get it wrong. We have streamlined our service to simplify your options.  AE PREMIER - OUR FULL SERVICE OPTION Full Consultancy and Employee Engagement Subject to obtaining terms, we provide initial consultancy and will design the solution and project manage the implementation in full, at the same time engaging the workforce. We will recommend a suitable pension scheme and provide full technical support. Typically suitable when an employer would like: Advice and recommendation included & ongoing advisory service Summary of costs ✓  A wider choice of pension schemes ✓  Advice regarding levels of contribution ✓  To provide staff with access to a financial advisor; including staff surgeries Fully-advised consultancy to ensure you select the most suitable provider to deal with the statutory assessment, categorisation and communications. We will also tell The Pensions Regulator how you deal with your duties by completing your Declaration of Compliance. Our ongoing support includes all remote support for auto-enrolment related queries, as well as access to an employee benefit advisor to undertake seminars where required. Initial fee: £2,000* + VAT Ongoing service: •  1 – 25 staff £50 + VAT per month •  26 – 50 staff £100 + VAT per month •  51 – 200 £150 + VAT per month * Can vary depending on staff numbers and complexity of project 1 Typically suitable when an employer: Non-advised set up process Summary of costs ✓  Wishes to keep contributions and set up costs to a minimum ✓  Can undertake own assessment, categorisation and produce communications ✓  Is late in dealing with the obligations of auto-enrolment We provide all of the relevant support to ensure you have a qualifying scheme in place and all of the key milestones are met on a fixed process with restricted choice. We will also tell The Pensions Regulator how you deal with your duties by completing your Declaration of Compliance. Initial fee: £750 + VAT AE SELECT - OUR LOWEST COST OPTION Full Compliance at the lowest cost possible We provide initial consultancy and assist you in setting up your qualifying pension scheme with the National Employment Savings Trust (NEST); the workplace pension set up by the government to facilitate auto-enrolment. 2