Auto-Enrolment Checklist

A structured approach is required to manage workplace pension duties and avoid costly penalties and legal issues. Remindoo offers accountants automated pension workflows designed to track staging dates and re-enrolment windows. So, our system can help your firm and clients meet all legal obligations on time.

Determine when the law applies to your client. If you miss deadlines, such as the initial staging date or the three-year re-enrollment date, it can result in legal breaches.

Employers must review their workforce in each pay cycle to identify staff who meet specific criteria for automatic enrollment into a pension scheme. You must automatically enrol any employee who is aged 22 or over, below the state pension age, and earning more than $10,000 annually.

You are required to have the accurate infrastructure to ensure proper pension processing. Your payroll software must be able to manage complex calculations and facilitate seamless data transfers needed for current auto-enrolment (AE) duties. Also, maintain accurate and detailed records of all AE activities and employee information for at least 6 years.

You must send formal letters to staff by specific deadlines to explain how auto-enrolment affects them and to comply with The Pensions Regulator’s (TPR) requirements.

After fulfilling the initial duties, you must confirm compliance with the regulator. A legal confirmation involves filing a Declaration of Compliance, stating the employer has fulfilled all its statutory obligations under the workplace pension laws.

Employers are legally required to pay into employee pension schemes and maintain correct records of these contributions. When they keep proper records, they ensure the changes in employee status or opt-out requests are reflected accurately.

Pension workflows involve regular assessments, compliance checks, and coordination with payroll cycles. Managing this work manually or through spreadsheets can lead to missed actions, errors, and increased compliance risk. Remindoo allows firms to manage pension workflows as a structured service within the CRM, giving teams clarity, consistency, and full visibility across all clients.

With Remindoo, pension workflows become organized and traceable, helping your firm manage pension assessments and compliance confidently and efficiently.

Ready to Transform Your Practice?

Join hundreds of accounting firms already using Remindoo to streamline their operations and grow their business.