Six steps to your workplace pension

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.

Employers guide Step 1 - staging date for workplace pension

Find out your staging date

The date you need to comply with your automatic enrolment duties is called your ‘staging date’. The Pensions Regulator will write to you telling you what your staging date is. Or you can find out yourself on their website – all you need is your company’s PAYE reference.

Find out my company’s staging date »

Employers guide Step 2 - pension payroll software

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? »

Employers guide Step 3 - auto-enrolment sign up with The People's Pension

Sign up with The People’s Pension online

When you’re ready, sign up with us online. It’s quick, easy and there’s plenty of help along the way. You can sign up well in advance of your staging date to make sure you’re all set up with your workplace pension in good time.

Sign up now »

Sign-up help page »

Watch our video on making automatic enrolment simple »

How to set up tax relief for your employees »

Employers guide Step 4 - communicate pension changes with employees

Communicate the changes to your employees

You’ll need to tell your employees what’s happening. This includes those who don’t need to be automatically put into the pension scheme, as they’ll still have the option to join if they want to.

We can help with that.

What your employees need to know »

Transition notice (Word)
Moving from B&CE’s EasyBuild Scheme to The People’s Pension?
Use this notice with your employees

Employers guide Step 5 - manage pension account online

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 »

Employers guide Step 6 - Pension Compliance declaration

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 months of your staging date. 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

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