Guidance and support

On this page you can find full details of the guidance and support available from ICAEW and the Pensions Regulator, including helpsheets, guides and articles addressing areas of concern.

Help from the Pensions Regulator

The Pensions Regulator is the body which regulates work-based pension schemes in the UK.

The TPR website features a step-by-step employers duties tool to guide employers through the auto enrolment process, information on re-enrolment for employers and advice on choosing a pension scheme. A list of pension schemes available to small employers and COVID-19 guidance for employers is also available.

An extensive document library is provided with resources on the new employer duties, including guides, consultations, codes of practice and forms.

ICAEW Helpsheets

Engagement letters (Part J, Payroll services, covers the auto-enrolment aspects of payroll services)
Auto-enrolment: A guide for members on factors to consider when selecting or advising on a suitable workplace pension scheme

Regulation changes

New regulations for auto-enrolment came into force on 1 April 2015, reducing the administrative burden for business.

Read a short summary (PDF)

Business adviser's guide

This step-by-step guide from the Pensions Regulator shows how you can help your clients with their automatic enrolment duties.

Access the guide

Updates from ICAEW and the Pensions Regulator

Regularly updated common Questions and answers for business advisers, covering a wide variety of auto-enrolment topics, are also available on our Introduction to auto-enrolment for business advisers page.

Are your clients aware that their automatic enrolment duties have not changed in light of COVID-19?
Practicewire, August 2020
The Pensions Regulator has launched a digital campaign with the key message that a employer's automatic enrolment duties remain unchanged.

Bloomsbury Core Accounting and Tax Service

Eligible firms have free access to Bloomsbury Professional's comprehensive online library, comprising more than 60 titles from some of the country's leading tax and accounting subject matter experts. Find out who is eligible and how you can access the Core Accounting and Tax Service.

Pensions law handbook

CMS Pensions Team Pensions Law Handbook 2021 15th edition

Provides guidance through the complex web of UK pensions-related statutes, regulations, regulatory guidance and case law, in an accessible style. Includes chapters on pensions provision in the UK, trustees, employment issues, pensions and divorce, discrimination, investment, funding, winding up, governance of defined contribution schemes and automatic enrolment, pensions dispute resolution and taxation of registered schemes.

Automatic enrolment including NEST

Heather Post, Paul Tew, Kate Upcraft, Jim Yuill Payroll Management November 2020

Written for payroll managers, this chapter provides an overview of automatic enrolment in relation to payroll management. It includes information on the National Employment Savings Trust (NEST).

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ICAEW Library & Information Service

The ICAEW Library & Information Service includes a collection of print and online articles and books for pensions auto-enrolment that can support your work. Click on the links below to see our catalogue record and holdings for each item.

We can also supply a variety of model documents, including example engagement letters and disclosure checklists, through our document supply service.

Selected titles

Autoenrolment eBook
Camilla Barry (ICSA, 2013)
A guide to auto-enrolment legislation, written for company secretaries and employers, although employees, trustees and others involved in pensions’ administration will also find it useful. This eBook is available for download by ICAEW members and ACA students.

Pensions law handbook
J.Bell (Bloomsbury, 2019)
A guide to all aspects of pensions law and practice in the UK, including auto-enrolment.

Pensions auto-enrolment made easy
D.Strange (Indicator, 2014)
Chapters cover: the pension regulator's role; auto-enrolment basics; timing your auto-enrolment; employee categories; employee rights to opt in and out of a workplace pension; postponement or waiting periods; pension schemes; contributions; investment options; calculating earnings for auto-enrolment; tax relief on contributions; employer compliance; auto-enrolment management; prohibited actions; example scenarios; and pension scheme providers.

Further titles

View a list of recent articles and books in our collection on auto-enrolment

You can obtain copies of articles or extracts of books and reports by post or email through our document supply service.

To find out how you can borrow books from the Library please see our guide to book loans.

Can't find what you are looking for?

If you're having trouble finding the information you need, ask the Library & Information Service. Contact us by email at library@icaew.com or through webchat.

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