Looking to the future

Now you’ve adapted to auto-enrolment, let’s look at what you’ll need to do in the next few years.

Three years from your staging date

It might seem like a long way away, but put it in your diary. Three years from your staging date you’ll have a hot date with something called Cyclical Automatic Re-enrolment.

Basically every three years you need to repeat the auto-enrolment process for all of your eligible employees.

Even the ones who chose to opt out. Here’s what you need to know:

1. Choose your date
It needs to fall within 6 months of the anniversary of your staging date or previous re-enrolment date. You’ll want to make sure whatever date you choose fits in with your payroll and recruitment windows.

2. Who to enrol
There are a few criteria for someone to be automatically re-enrolled. They need to:

  • Be an eligible jobholder during the pay period your date falls in
  • Not already be an active member in the scheme
  • Have previously been a member of one of your qualifying schemes
  • Have opted-out or ceased membership in the scheme more than 12 months before your re-enrolment date

3. Communicating
You’ll need to let your employees know they’ll be automatically re-enrolled and provide them with the option to opt-out. Sound familiar? We can help with these communications to save you time working this bit out.

Login to our administration platform

You can use this handy link to login and administer your pension.

Want to know more?

Here's some handy guides to help you understand the Cyclical Automatic Re-enrolment process.

Record keeping

We’ve said it before, and we’ll say it again. Record keeping is really important for own peace of mind and in case the regulator checks up on you. Make a habit of keeping everything on file to do with opt-outs, enrolments, member data and any correspondence you have with your employees.

Stay tuned

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