Pensions professionalsIn this

Know your clients' staging dates

The staging date is a key piece of information when planning ahead for automatic enrolment. Once this is known, you can work back from this date to plan what preparations need to be made and when.

    Understand your client's workforce

    Whatever your level of involvement, you'll need to understand the different types of worker and what defines them, as well as the corresponding employer duties for each type of worker.

      Business software systems and processes

      Many of the functions necessary to comply with automatic enrolment duties are process-driven.

        Pension schemes

        Your client may ask you to assist in a number of ways in relation to the pension scheme they are proposing to use for automatic enrolment. The three main areas are listed below.

          Communicating the changes to workers

          There is a range of information that employers are required to provide to their workers.

            Help your clients avoid penalties

            We will enforce non-compliance by issuing statutory notices and fixed or escalating penalties.

              Complete your declaration of compliance (registration) with The Pensions Regulator

              All employers are required to complete a declaration of compliance (registration) with us to tell us what they have done to comply with their automatic enrolment duties.

                Look up multiple staging dates for small business clients

                If you have several small business clients with fewer than 30 workers, you can use the table below to quickly find the staging dates. You’ll need their PAYE reference.

                  See related content

                  © The Pensions Regulator