Completing automatic re-enrolment

Every three years you must put certain staff back into a pension scheme. This is called ‘re-enrolment’.


Your re-enrolment duties must be carried out approximately three years after your automatic enrolment staging date. Your duties will vary depending on whether you have any staff to re-enrol. Either way, you will need to complete the Pensions Regulator’s re-declaration of compliance to tell them that you have met your duties.


Remember, re-enrolment and re-declaration is your legal duty and if you don't act you could be fined.


What you need to do:


  1. Choose your re-enrolment date

Choose your re-enrolment date from within a six-month window, which starts three months before the third anniversary of your automatic enrolment staging date and ends three months after it.


For more information on selecting your re-enrolment date please click below:


Please call 0203 633 6229 if you require confirmation of your six-month re-enrolment window.


2. Assess your staff

On your chosen re-enrolment date, you’ll need to assess certain staff to work out if you need to put them back into your pension scheme.


For more information on which staff you must include in your re-enrolment assessment and which can be excluded please click on the link below:


For details about what information will be needed and how to run your re-enrolment assessment using our assessment tool (if applicable) please contact a member of our Client Services Team by either emailing or calling 0203 633 6229.

3. Write to staff confirming you’ve re-enrolled them

If you are an employer that already uses our assessment tool, the legal communications will be generated as part of the assessment process as normal.


However, if you generate your own auto enrolment communications you can click on the link below and see the Pensions Regulator’s example template:


4. Complete your re-declaration of compliance

You must tell the Pensions Regulator that you’ve met your legal duties for re-enrolment by completing their re-declaration of compliance.


You must do this within 5 months of the 3rd anniversary of your automatic enrolment staging date.


For more information on this step please click on the link below:


A member of our Client Services Team will be in touch with you or your adviser prior to your re-enrolment window with details of your re-enrolment duties, however, if you have any questions prior to being contacted please call 0203 633 6229 and a member of our team will be happy to assist you.

© 2020 Opt Corporation Limited | Reg. 10320894