How pension re-enrolment works

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

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.

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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

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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.

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