Pensions Reform Guides

Workplace pensions law is changing... (PDF, 797kb, 5 pages)

An introduction to work-based pension changes (PDF, 680kb, 4 pages)

Employer duties and safeguards (PDF, 59kb, 6 pages)
At-a-glance summary of the duties and safeguards

Employer duties and defining the workforce (PDF, 125kb, 18 pages)
An introduction to the new employer duties

Getting ready (PDF, 128kb, 21 pages)
First steps to prepare for the new employer duties

Assessing the workforce (PDF, 304kb, 30 pages)
How to identify the different categories of workers

Pension schemes (PDF, 294kb, 30 pages)
Pension schemes under the new employer duties

Safeguarding individuals (PDF, 113kb, 12 pages)
The new safeguards for workers

Keeping records (PDF, 185kb, 10 pages)
Records that must be kept by law under the new employer duties

Automatic enrolment (PDF, 349kb, 23 pages)
An explanation of the automatic enrolment process

Opting in and joining (PDF, 219kb, 23 pages)
How to process pension scheme membership outside of the automatic enrolment process

Opting out (PDF, 103kb, 14 pages)
How to process 'opt-outs' from workers who want to leave a scheme