Auto Enrolment Checklist

Assess

• Assess the workforce each pay period
• Identify eligible jobholders
• Check earnings thresholds
• Handle postponement where used

Enrol & communicate

• Enrol eligible staff
• Issue statutory communications
• Process opt-ins and opt-outs
• Handle refunds within the opt-out window

Maintain

• Upload contributions on time
• Keep records for six years
• Complete re-enrolment every three years
• Submit the declaration of compliance