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THE AUTO ENROLMENT EXPERTS t

Adviser

If you’ve got a portfolio of clients to whom you’re providing payroll and AE services, OptEnrol eases the burden and puts you in control.

Access them all in one portal with a modern, intuitive interface. You process all your employers identically but with full flexibility to accommodate all their variations, such as:

• Multiple schemes or providers per employer

• Multiple payrolls per employer

• Payroll frequencies from one to five weeks, monthly and tax period aligned

• Bespoke contribution rates or amounts per employee

• Salary sacrifice

• Extra NI savings contributions

• Both tax arrangements (relief at source and tax relief net)

• Qualifying earnings and pensionable pay bases

• A range of postponement options at employer level

 

Pricing

OptEnrol is available to advisers at a flat rate of just £0.50 per employee per month, regardless of employer size or payroll frequency, with no set up fee per employer.

 

The benefits of using OptEnrol

• You can set up each employer account yourself in a few minutes with easy Excel spreadsheets to upload.

• Each PRP you can upload the employee and pay details from Excel or direct from payroll reports.

• You can give your clients managed access to upload details if they wish.

• Every employee situation is catered for.

• Employee communications are all dealt with instantly by mail or by email.

• Warnings show if contributions fall below the minimum levels.

• Annual changes to assessment and contribution thresholds are applied automatically.

• You get a detailed activity report each month costed out for each of your employers.

• The PRP report shows you any accounts you are late in assessing.

• The Membership report shows you the status of all employees.

• OptEnrol is backed up by an email and phone support team.

• Our developers regularly add new features and updates.

• And much, much more!

 

Peace of mind on quality and data security:

OptEnrol is certified under the ISO 9001:2015 (Quality Management) and ISO 27001 (Information Security Management) standards and fully compliant with GDPR.