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What records do I need to keep?

You need to keep certain information about workers in the scheme for at least six years.

You can store this information electronically or in paper format, as long as they are accessible and legible to the regulator. You may be able to use your existing employee records, for example, payroll information, as evidence of record keeping.


This is a summary of the two types of records you must keep:

Who

What

How long

Records about workers
  • Name
  • NI number
  • Date of birth
  • Gross pay
  • Employer contributions
  • Contribution date
  • Automatic enrolment date
  • Any relevant opt-in notice
  • Any relevant joining notice

6 years
  • Any relevant opt-out notice

4 years

Records about the pension scheme

This depends on the type of scheme, but in general includes:

  • Employer pension scheme reference
  • Name and address of provider or scheme
  • Non-UK administered schemes must also provide the name of the regulator in the country where the scheme is based

6 years


Full details can be found on The Pension Regulator's website.