What is automatic enrolment?
By law, every employer with at least one member of staff has duties, including enrolling those who are eligible into a workplace pension scheme and contributing towards it.
This is called 'automatic enrolment' because it is automatic for staff – they don't have to do anything to be enrolled into a pension scheme, but it is not automatic for employers.
Does automatic enrolment apply to your clients?
All employers need to work out if automatic enrolment applies to them.
If your client has at least one member of staff, automatic enrolment duties apply.
Your clients can use the guides on our Employers page to find out how automatic enrolment applies to them and what they need to do and by when.
What is your role in automatic enrolment?
The role you play in helping your client may depend on the type of adviser you are. They may expect you to help them by simply providing advice or offering a full automatic enrolment service.
Legal responsibility for automatic enrolment lies with the employers but they may ask you to help them. The following steps will walk you through the tasks which must be completed in order for your client to implement automatic enrolment. These steps will help you decide what services you are going to provide. It is important your client knows exactly what services you will be offering and that you are both clear who will be undertaking particular tasks.
If your client becomes an employer for the first time, automatic enrolment duties apply from the day their new member of staff started working for them.
All employers should nominate an employer contact who will receive important information from us. Your client may want to nominate you as an additional contact.
If you’re nominated as an additional contact, we'll send you regular emails letting you know what your client will need to do to meet their automatic enrolment duties.