With thanks to our valued partners at Oak Team Associated Ltd for sharing their experiences:
How Oak Team Associates tamed auto enrolment
Specialisms: Business advisory, accounting services, payroll, VAT, tax returns, annual accounts
Established in 2004, Oak Team Associates is a thriving business advisory practice that provides its customers better answers to everyday business problems. It was this commitment and guiding principle that led Principal Director, David Logan, to seek a better, more common-sense solution to managing his customers’ auto enrolment duties.
Since the advent of auto enrolment in 2012, David found the auto enrolment pensions and services he was managing on behalf of his customers not all they were cracked up to be.
- Formatting payroll files for pension providers’ auto enrolment systems was taking too long
- Expensive payroll add-ons to facilitate NEST contributions were slow and frequently offline
- Changes to member data, processing new members and leavers required each individual record to be manually updated or set up
Adding complexity to the payroll process, auto enrolment was more than just a frustration for Oak Team Associates. It was a drag on productivity, taking time away from providing the valuable services that help their clients to grow. To ensure their practice remained true to its goals, they partnered with Creative to solve the auto enrolment conundrum.
”It was taking 4-5 minutes to process each client’s payroll file. With Creative, it’s 45 seconds on average. Multiply that by 50 payrolls a week and that’s a serious amount of time that I can put back into offering my clients valuable support.David Logan | Principal Director | Oak Team Associates
Since switching to Creative in 2015, Oak Associates have been so delighted with their experience that they have since migrated all of their customers from other providers.
- Saves time by providing a dedicated portal, set up and ready to go, that handles the entire auto enrolment process from start to finish in one place, including new members, leavers, and changes to personal data
- Saves money because we do not charge professional services advisers like accountants and payrolls, and we don’t require unreliable software plugins or extensive reconfiguration to work
- Saves hassle by allowing payroll to close first, validating contributions so small errors don’t snowball into big problems, and providing a dedicated team of friendly experts that live and breathe auto enrolment
”I have to say that this was a painless process and I’d like to thank you and all the team for their work in making this so simple.David Logan
As Oak Team Associates say, common sense in business isn’t always that common, and they’re there to help inject that key ingredient to help their clients succeed. We’d like to think we’ve done the same for auto enrolment, but don’t just take our word for it:
”As soon as I saw Creative’s auto enrolment solution, I realised how slick the process could be. Everything happens in a straightforward and intuitive process. Now, it takes my business two clicks to download a payroll file and one to upload it to Creative and I can be confident that everything is neatly taken care of and 100% compliant.David Logan | Principal Director | Oak Team Associates
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In their words…
I would like to say a big thank to you for your help today. You have been extremely helpful with getting pensions up and running.TeresaPayplus
We love working with you. Its the most efficient and simplest auto enrolment pension scheme I’ve come across […] Thank you all for your high level of customer service.Debby NorrisDirector | Acorn Financial Solutions
Creative are honestly one of the best in their field.Pat MageePMM Bookkeeping & Accountancy Services
I can say with experience of many other providers your services are head and shoulders above!Laura BowmanAuto Enrolment Consultant |Simply Auto Enrolment
Lucy, Thank you for saving the day 🙂Ken LinAssistant Accountant | Xinlung Group
You are and have been an absolute LEGEND! Thank you for helping me fix everything!AnushkaAuto Enrolment Customer
I just wanted to say a massive thank you to the lovely lady that helped me out today. She was extremely helpful and answered all my questions, told me exactly what I need to do and how to fix everything.
Thank you so much again - it definitely made my work a lot easier today!Katrina WaskowskaPayroll | Baldwins Payestaff
Oh Flavia, You are a dream support worker. Thank you so much!Debby NorrisAccountant | The Werks Group
I am most grateful for the friendly and enthusiastic way you assisted.Martin KessellAssstant Treasurer | Grace Community Church College
Thank you again for all of your help, it is greatly appreciated.Jade WardPayroll Dept |MAS Accountancy