Library
Below are our guidance notes which you can view or download. As with most new legislation, details become available over time and many changes are made and published. Therefore these documents will keep you right up to date with latest developments.
To help guide you through them we have categorised them to fit under topical headings.
What are the enrolment rules?
Employer duties (BN136)
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Automatic enrolment duty (BN137)
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Postponement of Automatic Enrolment (BN204)
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Automatic enrolment right to opt out (BN138)
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Automatic enrolment right to opt in (BN152)
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Automatic enrolment - DB and hybrid transitional period (BN210)
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Automatic enrolment - takeover and merger issues (BN211)
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What kind of scheme do I need?
Stakeholder Pensions (BN048)
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NEST Scheme_rules (BN143)
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Qualifying schemes (BN144)
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Master trusts (BN155)
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Qualifying schemes defined benefit (BN198)
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Qualifying schemes defined contribution (BN199)
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Qualifying schemes hybrids (BN200)
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How do I choose the right fund?
Default funds (BN053)
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Default funds governance (BN059)
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How do I classify my employees?
Automatic enrolment - secondments (BN209)
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Automatic enrolment - offshore issues (BN201)
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Automatic enrolment - agency workers and temps (BN202)
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What safeguards are there for employees?
Employer duties employee protection (BN141)
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What do I need to tell my employees?
Employer duties - information requirements (BN153)
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OPS - information requirements (BN154)
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GPP - information requirements (BN207)
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How should I work with the regulator?
Employer duties enforcement (BN140)
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Employer duties compliance information (BN142)
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