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Useful links and resources

A collection of useful links, reports and resources on auto-enrolment.

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Automatic enrolment in workplace pensions policy updates
Department for Work and Pensions (DWP) listing of the latest government guidance, consultations, press releases and research documents on workplace pension reform. The Department publishes annual Workplace pension participation and saving trends statistics evaluating how workplace pension membership and contributions have been affected since auto-enrolment began.

Automatic enrolment evaluation report 2018
Government review bringing together the latest evidence and analysis on the implementation of automatic enrolment into workplace pensions.

Small pension pots working group report
A December 2020 government report making recommendations to deal with the increase in the number of small, deferred pension pots since automatic enrolment was introduced. 

Workplace pensions
Government information for employees, covering the basics of joining a workplace pension, pension protection, managing your pension and getting help.

Workplace pensions: employers' obligations
Government information for businesses, explaining how automatic enrolment will affect their workers.

Guides and publications

Automatic enrolment detailed guidance
Detailed guidance for business advisers and employers is available from the Pensions Regulator including information on:

  • Employer duties and defining the workforce
  • Getting ready
  • Assessing the workforce
  • Pension schemes
  • Automatic enrolment
  • Opting in, joining and contractual enrolment
  • Opting out
  • Safeguarding individuals
  • Keeping records
  • Information to workers
  • Automatic re-enrolment

A Duties checker tool to aid employers is also available, as well as monthly, quarterly and annual research and analysis related to auto-enrolment implementation.

Pensions and Lifetime Savings Association (PLSA)
Best practice guidance and reports for UK pension providers, covering the practical and technical aspects of automatic enrolment.

Pensions Advisory Service: Auto-enrolment
The Pensions Advisory Service is an independent non-profit organisation that has provided information and guidance on pensions since 1983. The TPAS website provides a dedicated page on auto-enrolment and an auto-enrolment factsheet for workers (updated March 2017). 

Sage Guide to Automatic Enrolment
Free guidance for employers, updated in 2018. Includes a seven-step rollout plan to implement a workplace pension, as well as common pitfalls to avoid and stories from businesses that have successfully implemented auto enrolment.

Forums and support

NEST Connect
Online hub for professionals who are offering auto enrolment services to employers using NEST.


Reward Strategy
Reward Strategy magazine (formerly named Payroll World), is an online news and information service for the payroll and HR sector, publishing frequent news items on auto-enrolment issues.


2017 Review of automatic enrolment: PLSA response
Report from the Pensions and Lifetime Savings Association (PLSA), looking at how auto-enrolment policy can reach its full potential.

How the UK saves: Effects of gender on retirement savings behaviour
A Nest Insight 2019 report focusing on gender differences in retirement savings. The analysis of eight million Nest members supports the idea that structural factors in the UK labour market, rather than differences in savings behaviours, are at the root cause of the gender pensions gap.

Pensions trends survey report
A regular survey from the Association of Consulting Actuaries which tracks trends in pension auto-enrolment across firms of all sizes. The 2019 report surveyed employers on cessation rates post-staging, typical levels of pension contributions across schemes and what appetite there is for further increases in contribution levels. 

Smaller Firms' Pension Survey
A biennial survey from the Association of Consulting Actuaries which looks at pension trends in businesses with fewer than 250 employees. The 2016/17 survey found that 36-40% of employees of the smallest employers (employing fewer than 10 workers) are typically ineligible for auto-enrolment and 57% of the smallest employers say auto-enrolment is 'very complex'.


The Pensions Regulator - YouTube channel
A wide variety of videos on workplace pensions and auto-enrolment, including:

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