Six steps to auto enrolment
Setting up your workplace pension for automatic enrolment with us is simple. So you can get on with what’s important to you – running your business.
Find out when your automatic enrolment duties start
If you set up your PAYE scheme on or before 30 September 2017, you’ll have a ‘staging date’. This is when you need to begin meeting your automatic enrolment duties.
You can check your staging date on The Pensions Regulator’s website. Just enter your PAYE reference.
Find out my company’s staging date »
If you’re employing staff for the first time on or after 1 October 2017, you’ll need to start complying with the automatic enrolment duties immediately – from the first day your first member of staff starts working for you.
You’ll need to assess your employees to see if any of them meet the age and earnings criteria to be put into a pension scheme.
Check your payroll software is up to speed
Most payroll software is compatible with automatic enrolment and will work out who you need to put into a pension scheme for you. In some cases, you may need to make some changes to your payroll software.
You can submit your employee data to us easily and securely so we can allocate pension contributions into employee pension savings. You can enter this data yourself or you might be able to submit it to us automatically from your payroll software provider – you’ll need to speak to you payroll software provider about this option.
How we support you through payroll »
Want to know who’ll need to be put into your pension scheme?
Read our quick workplace pension employers guide: Are automatic enrolment pensions alien to you? »
Log into Online Services
Once you’re all set up, you can log into Online Services to manage your account. This is where you submit your employee data every pay period – including new starters and employees who have asked to join.
It’s also where you add money to staff pension pots and oversee any members of staff who want to leave the scheme. Your payroll should also monitor employee ages and earnings to make sure you’re paying the right amounts, and that you’ve enrolled everyone who needs to be in the pension scheme.
Read our quick start guide for an overview of Online Services »
Complete your declaration of compliance with The Pensions Regulator
The final step is to complete your declaration of compliance with The Pensions Regulator within five calendar months of the start of automatic enrolment duties. You’ll find the pension scheme details you need to do this by logging into your Online Services account.
Log into Online Services »
Next: Increase to automatic enrolment contributions