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New regulations requiring firms to auto-enrol their staff into pension schemes began to come into force from 1 October 2012. The new requirements were rolled out to the largest companies first and will cover all companies by early 2018. On these pages you can find a selection of resources designed to help employers and their business advisers with the auto-enrolment process.

In this section

Articles and features

Webinars and recordings

Supporting your clients through automatic enrolment

A TPR refresher webinar for business advisers, covering the basics of AE, latest updates and new online information and guidance to help you and your clients.

Common automatic enrolment challenges

TPR webinar focusing on the April 2016 regulation changes and the latest updates on automatic enrolment compliance and enforcement.

Navigating the auto enrolment jungle

ICAEW/Smart Pension webinar highlighting some of the issues around how to choose a quality workplace pension scheme for your clients and how to utilize modern technology to simplify complex Auto Enrolment administration.

What's my role as a business adviser?

TPR webinar on 14 July 2015 focusing on the areas that business advisers have requested more help with, including assessing & enrolling staff and helping clients choose a pension scheme.

Automatic Enrolment with Pensions Minister

ICAEW webinar held with Pensions Minister Steve Webb which provided an opportunity for members to hear about progress with auto-enrolment and to give feedback on the issues being encountered. A policy briefing summarising the discussions is also available.

Auto enrolment – issues for IPs

A recording of the ICAEW webinar presented by Darren Toms, Clumber Consultancy Limited, exploring the implications of auto enrolment for IPs. In the webinar, held on 11 February 2015, Darren outlined the key obligations of IPs in the different types of insolvency and the timeframes involved.

Helpsheets and FAQs

Engagement letters helpsheet part 2 J guidance notes

Supplementary schedule to the main engagement letter helpsheet. Provides sample wordings to help you draft engagement letters. Covers the auto-enrolment aspects of payroll services.

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.


A chapter on pensions law, with information on occupational pension schemes, scheme-specific funding, personal pension schemes, state pensions, stakeholder pensions, auto-enrolment and master trust schemes.

Automatic enrolment including NEST

Chapter providing best-practice information on automatic enrolment in relation to payroll management.

Pensions law handbook

Provides guidance through the complex web of UK pensions-related statutes, regulations, regulatory guidance and case law, in an accessible style.

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Employee benefits

This chapter of the handbook looks at employee benefits with sections on: pensions auto-enrolment; shares and share options; company cars; flexible benefits; and taxation of benefits.

Auto-enrolment flowchart

Supporting material for the ICSA Solutions eBook 'Auto-enrolment' by Camilla Barry (ICSA Publishing Ltd, 2013)

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