Auto-enrolment: enrolment and jobholder information—checklist

Copyright © 2025 LexisNexis
Published by a LexisNexis Pensions expert
Checklists

Auto-enrolment: enrolment and jobholder information—checklist

Copyright © 2025 LexisNexis

Published by a LexisNexis Pensions expert

Checklists
imgtext

On the auto-enrolment, enrolment or re-enrolment of a jobholder, the auto-enrolment regime requires employers to disclose, within six weeks:

  1. •

    enrolment information to the jobholders

  2. •

    jobholder information to the trustees (or managers) of the scheme

For further information on disclosure requirements, see Practice Note: Auto-enrolment—disclosure requirements.

Meaning of enrolment information

For the purposes of the auto-enrolment regime, enrolment information means:

InformationSource
Scheme
From 1 April 2015: a statement that the jobholder has been (or will be) enrolled into a pension scheme, together with the date on which this has happened (or will happen)Before 1 April 2015: a statement that the jobholder has been (or will be) auto-enrolled, enrolled or re-enrolled (as appropriate) into a pension scheme to help save for retirement, together with the date on which this has happened (or will happen)SI 2010/772, Sch 2, paras 1–2SI 2015/501, reg 15(c)
Before 1 April 2015: The name, address, telephone number and electronic contact details of the scheme (note: since 1 April 2015, this information has not been required to be given as part
Powered by Lexis+®
Jurisdiction(s):
United Kingdom

Popular documents

Pension consultation requirements

Pension consultation requirementsEmployers are required by statute to consult with members or their representatives for at least 60 days before making a ‘listed change’ to occupational or personal pension schemes. What constitutes a ‘listed change’ is set out in the Occupational and Personal Pension

Late payment penalties—inheritance tax

Late payment penalties—inheritance taxWhile interest often accrues on overdue tax, the late payment of certain taxes may also attract a penalty. For information on the interest accruing on overdue tax, see Practice Notes: IHT—payment deadlines on death—Interest on IHT and Interest on late paid

Contributory negligence in personal injury claims

Contributory negligence in personal injury claimsContributory negligence is a partial defence which can lead to a discount in damages.Other defences may also be relevant. See Practice Notes: Did the claimant consent to the risk of injury? and Was the claimant involved in an illegal activity?If a

Can shares in a limited company that have not been paid-up at all be cancelled?

Can shares in a limited company that have not been paid-up at all be cancelled?A limited company having a share capital may not alter that share capital, except in the ways listed in section 617 of the Companies Act 2006 (CA 2006). Shares in a company cannot simply be cancelled without following an