Workplace Pensions

Charity Auto Enrolment Pensions

Guide to auto enrolment pension requirements for UK charities. Learn about workplace pension compliance, staging dates, and ongoing obligations.

Understanding Auto Enrolment

Auto enrolment is a legal requirement for all UK employers, including charities. Employers must automatically enrol eligible staff into a qualifying workplace pension scheme and make employer contributions.

Each charity has a "staging date" when auto enrolment duties begin. It's important to prepare well in advance and ensure your pension scheme meets the required quality standards.

Non-compliance can result in significant penalties from The Pensions Regulator. Charities must assess staff eligibility, communicate changes, and maintain ongoing compliance.

Staging Date

Your staging date is when auto enrolment duties begin. Check this date with The Pensions Regulator and prepare well in advance to ensure compliance.

Staff Assessment

Assess all staff for eligibility. Eligible employees must be automatically enrolled; others can opt in. Reassess staff regularly as circumstances change.

Minimum Contributions

Employer must contribute at least 3% of qualifying earnings. Total minimum contribution (employer + employee) is 8% of qualifying earnings.

Ongoing Compliance

Maintain records, submit declarations of compliance, and re-assess staff. Complete monthly payroll submissions and manage opt-outs and re-enrolment.

Auto Enrolment Support

We can help your charity comply with auto enrolment requirements. Contact us today for specialist advice.