XpertHR liveflo

Pensions auto-enrolment: Prepare for pensions auto-enrolment

When to use this workflow

Use this workflow to prepare for your organisation's pensions auto-enrolment staging date.

The Pensions Act 2008 places a duty on all employers with one or more UK-based workers to auto-enrol specified workers into a qualifying pension scheme and make mandatory employer contributions. The date from which this obligation applies – the staging date – depends on the size of the organisation.

This workflow is an example of a legally compliant process. Where your organisation's own procedures go beyond the procedure set out in this workflow, you should follow these.

Workflow authors: Produced by the XpertHR editorial team with the assistance of Kate Upcraft.

Key Steps

  • Check the organisation's staging date
  • Carry out an initial assessment of the workforce
  • Decide which qualifying pension scheme to use
  • Be aware of the need to register with the Pensions Regulator and keep records

Video thumbnail image

Video quick guide:
Prepare for pensions auto-enrolment

Either javascript is not enabled or flash is not installed Either javascript is not enabled or flash is not installed