AUTO ENROLMENT TIMELINE Key This timeline assumes use

AUTO ENROLMENT TIMELINE. Key This timeline assumes use of a 3 month waiting period = Employer to complete = Legal & General to complete PRP 3 -12 months prior to staging Staging date + 1 month Staging date + 3 months One month to complete PRP 1 Decisions to make: Using postponement? Payroll OK? Scheme structure agreed? Things to do: Complete and return Legal & General auto enrolment application Scheme announcement Pay run date = Pay reference period One month opt out window One month to complete PRP 4 Pay run date PRP 5 Pay run date Assess eligibility Contribution data Opt out report Waiting period notice Joiner Data Membership certificate Refund report Enrolment pack Post sales information

AUTO ENROLMENT TIMELINE. Key milestones Begin auto enrolment project Time relative to staging date 3 to 12 months before Confirm structure 2 months before Scheme announcement Waiting period notice issued Staging date Within 1 month of staging Final assessment 1 to 3 months after Send joiner data 1 to 3 months after Send contribution data Must be paid over before the end of the second month that contains the enrolment data (only auto enrolees) 1 to 3 months after Visit www. legalandgeneral. com/workplacebenefits to find out how we can help you through your auto enrolment journey. Legal & General Assurance Society Limited. Registered in England Wales No. 166055 Registered office: One Coleman Street, London EC 2 R 5 AA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Q 0042237 10/14 H 0150900 Insert corresponding dates for your scheme below