Pension scheme re­-enrolment: using full run

Using the full run system

With the full run system, we'll be helping you manage your assessments, issuing statutory communications and keeping records. We'll use the information we hold on our records to help you with each step of your re-enrolment too.

Step one: choose a date

You need to choose one suitable re-enrolment date that will apply to all eligible jobholders; you can’t choose different dates for different categories of employee, for example weekly and monthly paid employees.

As you’re using our full run system, we’ll use the information we hold on our records, for example your pay reference period, to suggest some suitable dates to help you choose your re-enrolment date. This will help you to avoid part month contributions.

Step two: update and review your employees

You need to make sure your employee data is up to date so that you know who to re-enrol. It's a good idea to check you have the right contact details for your employees. You should also check that you're not including anyone who has left your employment.

• If you need a reminder of how to update your data watch our auto enrolment dashboard videos.
• Once your data is up to date you you then need to review them to make sure they should be included in your assessment.

Reviewing your employees using the full run system

Once you've selected a date your cyclical re-enrolment page will present a list of potential employees to be assessed. For a reminder of who should be selected for re-enrolment visit our guide Re-enrolment: what you need to know.

Step three: assess and communicate

At the re-enrolment date, you’ll need to check which employees are eligible for re-enrolment. This means that any employees you’ve not excluded need to be assessed for age and earnings and if they're eligible they should be re-enrolled.

You then have a duty to communicate with the employees affected by re-enrolment. You’ll need to send them statutory communications telling them that they’ll be re-enrolled, what this means for them and that they can choose to opt out.

As you’re using our full run system, you’ll complete an assessment using our system and we’ll tell you when we’ll issue communications.

Assessing and communicating employees re-enrolment using the full run system

When you've reviewed your employees and confirmed you're happy, the cyclical re-enrolment page will prompt you to check the assess tab on your dashboard. If you have employees to assess on you re-enrolment date, you should run the assessment when you have employee earnings figures at your re-enrolment date to hand.

• If you need a reminder of how to perform an assessment, watch our auto enrolment dashboard videos.
• Once completed we’ll issue re-enrolment notices to your eligible employees.
• Once you've completed your assessment or if you don't have any employees to assess, the page will move to the complete stage at your chosen re-enrolment date or the following day if this date is in the past.
• We’ll then provide the information you need for your re-declaration of compliance.

Step four: re-declare compliance

As part of your re-enrolment duties, a re-declaration of compliance must be submitted to The Pensions Regulator every 3 years. This applies from the auto enrolment start date or the last re-enrolment date.

• You’ll need to do this through The Pensions Regulators' website, you may already have log in details.
• You’ll be asked for information about the numbers of employees in your scheme including those you’ve re-enrolled.

What's next?

You don’t have to do anything further for re-enrolment until your next re-enrolment date in three years time.

Your current chosen re-enrolment date will determine the date your next re-enrolment window opens. We'll get in touch with you shortly before that happens.

As we issue re-enrolment notices on your behalf, it will include information on how your employees can opt out again. Visit our guide Opting employees out for more information.