This guide introduces you to the main principles and concepts of auto-enrolment and how it affects you. It also tells you who should enrol and how much you need to pay.
This fact sheet explains what a Staging Date is, why it is important, and how an employer can check and change their Staging Date.
This fact sheet explains who auto-enrolment covers. Who do you need to assess and potentially pay contributions for? Are there any people that work for you who you don’t have auto-enrolment duties towards?
This fact sheet explains what earnings components should be included when you assess employees and when you calculate contributions.
This factsheet summarises the auto-enrolment thresholds which are used to categorise employees and calculate earnings for statutory minimum contributions.
This factsheet explains what features a pension scheme must have so that you can use it for auto-enrolment. It helps you understand if your existing scheme is suitable for auto-enrolment.
This fact sheet explains the difference between automatic-enrolment (AE) under the AE legislation and contractual enrolment under employees’ contracts of employment (CE). It helps you work out if CE is an option you should use.
This fact sheet explains the information that you must give your employees automatic enrolment, the time scales for providing it, what it should contain and the forms in which it may be delivered. It also covers extra communications that you may choose to issue.
This fact sheet explains the changes to pension schemes that are subject to a 60-day consultation period.
A A4 flyer template that explains to employees what auto-enrolment means and how it could affect them. You can adapt it to suit your own circumstances and use it to give your employees advance notice of the new workplace pensions rules.
An A3 teaser poster template that you can adapt and put up to let employees know that auto-enrolment is coming and that you’ll give them more details nearer the time
An A3 poster template that explains what different categories employees fall into in a clear, flowchart format.
An A3 poster template that explains how the automatic enrolment process works in a clear, visual way.
A template auto-enrolment certificate that you can complete if you need to certify.
This factsheet explains the information that you must provide to the Pensions Regulator about how you have met the automatic enrolment rules and when you have to do it.
This fact sheet explains the safeguards that protect the pension rights of both your current and prospective employees. These applied to all employers from July 2012 and we recommend that you update you HR procedures and guidance.
This fact sheet explains when you need to certify that your pension scheme meets the minimum contribution levels for auto-enrolment. It describes the process for and benefits of certifying your scheme.