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Automatic enrolment guide for business advisers

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Make sure you're prepared for automatic enrolment; our research shows most employers will be asking their adviser (eg their payroll professional, bookkeeper, IFA, accountant, EBC) for help on automatic enrolment.

Hybrid scheme management

If you help clients to run hybrid schemes you need to manage defined benefit (DB) elements as if they were a DB scheme and manage defined contribution (DC) elements as if they were a DC scheme.

Reporting and regulatory duties

Use our Exchange online service to register new schemes and submit information to us. Understand how to identify pension liberation fraud and what to do if you suspect it.

Setting up a scheme

If you set up new pension schemes for your clients, make sure that they meet certain legal and quality criteria. You may need to register the scheme with us.

Closing a scheme

We provide good practice guidance to help trustees and others meet the two-year timeframe in relation to winding up occupational pension schemes.

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