Pensions professionals
Automatic enrolment is an increasingly significant issue for pension professionals and advisers. You should consider how you can work with employers to meet these new legal duties. Use our guidance and resources to help employers and trustees to manage their schemes and comply with pensions legislation.
Help your clients prepare for automatic enrolment
Access the auto enrolment resources you need in the areas that your clients have asked you to help
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Interactive tool Find out your staging date
Enter your client's PAYE reference and find out their staging date
Scheme management
- Administration & record keeping
- Contributions & costs
- Funding & risk management
- Roles & responsibilities
- Leavers & retirement options
- Pension liberation fraud
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Statement Defined Benefit (DB) annual funding statement (PDF, 90kb, 8 pages)
Our views on acceptable approaches to the valuation process
Reporting & regulatory duties
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Access Exchange
You and your clients can share important scheme information with us
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Code of practice Reporting breaches of the law
When to whistleblow about a breach of law
Setting up a scheme
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Consultation Regulating work-based defined contribution (DC) pension schemes
Consultation on the quality features that we expect to see in DC schemes
Closing a scheme
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Guidance Winding up
Good practice guidance on the winding-up process
