We have developed a range of resources for advisers that show how you can help your clients with their automatic enrolment duties. These resources also appear throughout the automatic enrolment guide for business advisers.
Common errors
Your clients are still making a number of common errors, including using the wrong pension contribution tax relief method or not correctly identifying elements of gross pay as qualifying earnings and as pensionable pay.
We've created some short clips that may help your client's avoid these common errors and the risk of non-compliance that could be costly and result in unnecessary fines and/or penalty notices.
Resources for advisers
If your client’s not an employer
Letter code
Nomination
Choose a pension scheme
Automatic enrolment declaration, re-declaration and bulk declaration
- Automatic enrolment declaration
- Declaration of compliance checklist (PDF, 103kb, 2 pages)
- Re-declaration of compliance checklist (PDF, 141kb, 2 pages)
Automatic re-enrolment
Other useful tools
- Employer's workplace pension toolkit, from the Department for Work and Pensions
- State Pension Calculator from GOV.UK
- Find free and paid-for payroll software from GOV.UK
Top automatic enrolment questions
- How much will automatic enrolment cost?
Working out your client's costs
- What should I do about staff with changing pay and hours?
Employing staff on irregular hours or incomes
- What happens if I don’t or can’t meet my automatic enrolment duties?
What happens if I don't comply?
- Can I postpone the whole process?
- Does automatic enrolment apply to me?
Automatic enrolment guide for business advisers
- I'm the only director of my own company - do automatic enrolment duties apply to me?
What if my client doesn't have any staff other than directors?
- An introduction to automatic enrolment (1 min 53 secs)
- Assessing the workforce for automatic enrolment (1 min 10 secs)
- Understanding your client's ongoing duties (1 min 13 secs)
- An introduction to re-enrolment (1 min 44 secs)
- Choosing a pension scheme for automatic enrolment (2 mins 3 secs)
- Seasonal and temporary staff overview (1 min 18 secs)
- Introduction to payroll for automatic enrolment (3 mins 7 secs)
- Stop your clients from being scammed (1 mins 2 secs)
Your client must include the insert when they send letters to their staff who must be put into a pension scheme.
- Letter template for staff who are being enrolled (DOC, 25.5kb, 1 page)
- Letter template for staff who are being put in a pension scheme but who do not receive tax relief (DOC, 25.5kb, 1 page)
Only use this template if the staff member who has been enrolled, does not receive tax relief on their contributions because your client's pension scheme uses a net pay arrangement. Read about tax relief on 'What to consider when choosing a scheme'.
Letter template for those not enrolled
Postponement letter template for all staff
Letter templates in other languages
We send out regular letters and emails to employers to support them through automatic enrolment: