Course Details

Automatic enrolment was introduced in the UK in 2012 and took 6 years to fully implement. All employers in the UK are required to assess their workforce and take appropriate action based on the results.


So how do they work together? What is a Qualifying Pension Scheme? This series will guide you through the complex area of pensions and tax relief and the process required under Automatic Enrolment duties.


Jo Marshall covers the following topics:

  • Automatic enrolment process
  • Tax relief and pensions
  • Qualifying earnings, pensionable pay and the earnings’ trigger
  • Using postponement
  • Handling opt-ins, opt-outs and cessations

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CPD Course Speaker

Yorkshire Payroll Services Ltd

Jo Marshall

Jo Marshall from Yorkshire Payroll Services Ltd offers payroll training and consultancy to all businesses and payroll processing and bookkeeping services to small local businesses. With more than 20 years payroll experience, Jo can help and support businesses with all their payroll needs; from training the team to consultancy to implementing a new payroll solution.

Jo also presents payroll courses for the Chartered Institute of Payroll Professionals as well as other CPD training providers.

In December 2016, Jo became a QuickBooks Pro Advisor, offering small businesses bookkeeping solutions as well as a payroll bureau service.