Supporting resources

We have developed a range of resources for advisers that show how you can help your clients with their automatic enrolment duties. These resources also appear throughout the automatic enrolment guide for business advisers.

Common errors

Your clients are still making a number of common errors, including using the wrong pension contribution tax relief method or not correctly identifying elements of gross pay as qualifying earnings and as pensionable pay.

We've created some short clips that may help your client's avoid these common errors and the risk of non-compliance that could be costly and result in unnecessary fines and/or penalty notices.

Resources for advisers

Useful tools and links

If your client’s not an employer

• Tell us you're not an employer

Letter code

• Find out your client's letter code

Nomination - sign up for email alerts or update contact details

• Nominate a contact

Choose a pension scheme

• How to help your client choose a pension scheme (PDF, 72kb, 2 pages)

Declaration and re-declaration of compliance

• Declaration: sign-in or create an account (includes multiple declarations - file upload)
• Declaration of compliance checklist (PDF, 103kb, 2 pages)
• Re-declaration of compliance checklist (PDF, 141kb, 2 pages)

Re-enrolment

• Automatic re-enrolment leaflet (PDF, 698kb, 1 page)

Other useful tools

• State Pension Calculator from GOV.UK
• Find free and paid-for payroll software from GOV.UK

Search our top automatic enrolment questions and answers

• Automatic enrolment questions and answers

Example questions your client may ask

How much will automatic enrolment cost? 

• Working out your client's costs

What should I do about staff with changing pay and hours? 

• Employing staff on irregular hours or incomes

What happens if I don’t or can’t meet my automatic enrolment duties?

• What happens if I don't comply?

Can I postpone the whole process? 

• Postponement

Does automatic enrolment apply to me? 

• Automatic enrolment guide for business advisers

I'm the only director of my own company - do automatic enrolment duties apply to me? 

• What if my client doesn't have any staff other than directors?

Advisers' videos

• An introduction to automatic enrolment (1 min 53 secs)
• Assessing the workforce for automatic enrolment (1 min 10 secs)
• Understanding your client's ongoing duties (1 min 13 secs)
• An introduction to re-enrolment (1 min 44 secs)
• Stop your clients from being scammed (1 mins 2 secs)

Template letters

Your client must include the insert when they send letters to their staff who must be put into a pension scheme.

• Letter template for staff who are being enrolled (DOC, 25.5kb, 1 page)
• Letter template for staff who are being put in a pension scheme but who do not receive tax relief (DOC, 25.5kb, 1 page)

Only use this template if the staff member who has been enrolled, does not receive tax relief on their contributions because your client's pension scheme uses a net pay arrangement. Read about tax relief on 'What to consider when choosing a scheme'.

• Insert to accompany letter template for those enrolled (DOC, 16.5kb, 2 pages)

Letter template for those not enrolled

• Letter template for those not enrolled (DOC, 15kb, 1 page)

Postponement letter template for all staff

• Postponement letter template for all staff (DOC, 35kb, 1 page)

Letter templates in other languages

• Translated versions of our letter templates

Letters and emails

We send out regular letters and emails to employers to support them through automatic enrolment:

• Letters and emails from The Pensions Regulator for automatic enrolment