Triennial review service

Save time and effort with your re-enrolment duties and stay compliant with HMRC and The Pensions Regulator.

Time for your triennial review?

Every three years you must put certain staff back into a pension scheme. This is called ‘re-enrolment’.

Your re-enrolment duties must be carried out approximately three years after your automatic enrolment staging date. Your duties will vary depending on whether you identify that you have staff to re-enrol, or whether you have no staff to re-enrol. Either way, you will need to complete a re-declaration of compliance to tell The Pensions Regulator how you have met your duties.

You will need to:

  1. Choose a re-enrolment date.
  2. Assess and re-enrol staff.
  3. Write to staff that are re-enrolled.
  4. Complete the re-declaration of compliance within five months of the third anniversary of the staging date.

In addition, we recommend that you review your existing scheme to ensure it remains suitable for your needs.

Remember, re-enrolment and re-declaration is your legal duty. If you don’t act, you could be fined.

Clear, affordable costs

We’ve developed a transparent charging structure for all our services.

We do not charge for a triennial review if you are already using our premier managed service, which starts from £12.50 + VAT per month. This covers up to 10 monthly-paid employees.

If you feel you can deal with the ongoing responsibilities yourself, and just want a triennial review, we charge a one-off fee of £99 + VAT for up to 10 employees (£129 for 11-20 employees; £149 for 21-30 employees – others on request). This includes all the core elements above plus a review of your existing scheme.

Please note, if there is significant remedial work to be done before your triennial review and re-declaration can be completed, you may need to switch to our rescue service first, which will be individually priced. See here for further details.

Get in touch today

For more information and a no-obligation chat.