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Writer's picturemercedesmcgarry

Quickfire Guide to "Re-enrolment" Tasks



You may have received information from the Pensions Regulator about your "re-enrolment" staging date and be looking for some guidance on how best to meet your statutory requirements.



There are essentially four actions you must take:


1) ASSESS: Complete an assessment of each of your staff to ascertain who qualifies for a workplace pension.

2) CORRESPOND: Write to anyone who has opted out and explain that by law, they must be re-enrolled back into the pension scheme.

3) ENROL: Enrol into the pension anyone who is eligible, as well as the opt-outs.

4) DECLARE: Complete a declaration of compliance with the pensions regulator.


Declaration Notes


Regarding "the transitional period for defined benefit and hybrid pension schemes under the pensions auto-enrolment provisions"


The transitional period allowed employers with defined benefit and hybrid schemes to delay auto-enrolling certain eligible jobholders until 1 October 2017, regardless of the employer's staging date. Employers could apply the transitional period to eligible jobholders who were eligible to join the pension scheme at the employer's staging date, but as of that date had declined to do so or ceased membership. Eligible jobholders in respect of whom the employer applied the transitional period could opt into a qualifying pension scheme during the transitional period.


N.B. There is a 'Re-enrolment Duties Tool' on the Pensions Regulator website.

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