Skip to content
logo Knowledgebase

How pension re-enrolment works

Created on  | Last modified on 

Summary

An overview of your duties as an employer for cyclical Re-enrolment in Sage Payroll.

Description

Every three years, you must reassess all your employees for automatic re-enrolment, also known as cyclical re-enrolment. This means the system will re-enrol employees who meet the auto-enrolment criteria, who have previously opted out.

They can then choose whether they want to opt out again, or remain in the pension.

Re-enrolment and re-declaration are legal requirements set by The Pension Regulator (TPR).

Employers with auto-enrolment pension schemes must follow these rules, or face possible fines.

Re-enrolment for Pension schemes

Before sending re-enrolment pension data to your pension provider, you need to:

  • Set your re-enrolment date in Sage Payroll
  • Communicate your choice of re-enrolment date to The Pension Regulator
  • Set your re-enrolment date on your Pension Providers portal

Your re-enrolment duties

There are four steps to re-enrolment:

  • Choose your re-enrolment date
  • Assess and re-enrol eligible employees
  • Write to employees who are re-enrolled
  • Complete your re-declaration of compliance

Complete your re-declaration, whether you need to re-enrol employees in your pension scheme or not.  

For more information about this process. Access the re-enrolment and re-declaration website here- thepensionsregulator.gov.

For guidance on how to process re-enrolment in Sage Payroll, read our help guide How to process pension re-enrolment.