Record Keeping

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Record Keeping

After an employer’s staging date, they must: 

Keep certain records on aspects of their compliance with the new duties.

Preserve those records

Produce those records to the regulator, if requested.

Types of records that must be kept:

By law, there are two different types of records that an employer must keep. These are:

Records about jobholders & workers – E.g. name, National Insurance number, opt-in notice & joining  notice.

Records about the pension scheme – E.g. employer pension scheme reference & scheme name & address.

Most of these records must be kept for a minimum of six years, with the exception of those relating to opt-outs, which must be kept for four years.

We can provide more detailed information regarding the record keeping rules upon request.