Pension re-enrollment

As part of your ongoing duties, approximately every three years, you’ll need to put certain staff back into your pension scheme if they have left it, and if they meet the criteria to be auto-enrolled into a pension scheme. This is known as re-enrolment. The Pensions Regulator will write to you in advance of your re-enrolment date to explain more.

To learn more, see The Pensions Regulator’s Guidance for Automatic re-enrolment.

Before you begin

Prior to re-enrollment, you will need to:

• Assess staff that previously left the pension scheme and re-enrol them if they meet the criteria.
• Write to your staff to explain how re-enrolment applies to them.
• Submit your declaration of compliance, even if you haven’t had to re-enrol any staff.

  Note: The declaration of compliance must be submitted to The Pensions Regulator outside of UK Payroll.

How to set up re-enrolment

1. From the left side bar, navigate to Settings > Company > Pensions.
2. Select Add re-enrolment date.
3. Enter your re-enrolment date, and mark Re-enrolment declaration has been submitted if you have already submitted a re-enrolment declaration. Click Add re-enrolment date. UK Payroll will now notify you in your Overview page when your re-enrolment is due, as well as when your Re-declaration of compliance is due.

   Note: UK Payroll won’t submit your Re-declaration of compliance.

4. When your re-enrolment is due, download UK Payroll’s Re-enrolment report to understand which employees are eligible for re-enrolment.
5. Navigate to Settings > Company > Pensions.
6. Click Download re-enrolment report under Re-enrolment report.

   Note: As eligibility is determined by age and earnings, the report will only be fully accurate on your re-enrolment date.

How to re-enrol eligible employees

To re-enrol eligible employees, change their pension status on their employee profile. Alternatively, you can import the pension data. To learn more, see Bulk update pensions.

1. From the left side bar, navigate to Employees.
2. Select the relevant employee.
3. Click on the Pension tab.
4. Click Change status in the pension scheme box.
5. Select Enrol as new employee.
6. Select the Pension type, mark if the Employee is eligible for tax relief, enter the Enrolment date. Click Enrolment summary when you are done.

   Note: The enrolment date will automatically default to today’s date. To get the correct enrolment date, use the Eligibility date (Column R) in the Re-enrolment report.

7. Click Enrol employee name.

FAQs

Do I have to send letters to my employees?
Unlike your initial pension duties, you only have to write to eligible employees. For further guidance, see Pension duties.

Can I use postponement at re-enrolment?
No. You can only postpone automatic enrolment from your duties start date or staging date, a staff member’s first day of employment, or the date a staff member first becomes eligible for automatic enrolment (when they turn 22 and earn over £192/week).