Information you’ll need to provide Guidance notes
AE RE-DEC CHECKLIST (05/20)
Pension scheme registry number (PSR) You will need this for all pension schemes except NEST. This
is an 8-digit number starting with 1. Your pension scheme
should have provided this to you already. If in doubt please
Name and address of the pension scheme(s) used
or automatic enrolment
If you do not have a PSR you must complete this section.
Your re-enrolment date The date on which you must assess your sta to see if any
eed to be put back into your pension scheme. If this is your
ﬁrst re-declaration, this will be the third anniversary of your
duties start date or staging date, or later date if you chose
The total number* of sta employed on your
This is the number of sta you employed on your re-
enrolment date. This includes personal care assistants and
people employed to help you in your home.
The number* of sta you had to put back into a
This is the number of sta you had to put into a pension
scheme who were previously a member but opted out or
ceased membership and are eligible to be put into a scheme
on the re-enrolment date.
Don’t include anyone who asked to join your pension
scheme or who was already in a pension scheme on your
The number* of sta who were already members of
pension scheme (on your re-enrolment date)
This is the number of people who, on your re-enrolment
date, were already in a pension scheme that you have set
up for them. This will include anyone that you had to put
into a scheme on your duties start date or staging date, or
who were already in a scheme on your duties start date or
staging date, or who opted in since the duties start date or
staging date. They will have remained in the scheme and
NOT opted out or ceased membership.
Are you using the deﬁned beneﬁt transitional
This won’t apply to the majority of employers - if you have
used this, you should be aware of your transitional period. If
you have not used this please enter ‘No’.
The number* of sta who do not fall into the
Everybody else who worked for you on your re-enrolment
date that you haven’t already told us about. This includes
those who are able to ask to join a scheme but have not
done so. This must not include anyone who started working
for you after your re-enrolment date.
*Please provide accurate gures where we ask for numbers or gures to be provided.
1. Make sure you’re prepared – you’ll need all of the information on this checklist.
2. This is your responsibility as an employer – don’t assume an agent, third party or your pension scheme will do it for you.
3. Start ahead of time with information you already know – anything you add can be saved at any time.
4. If you have to put staff into a pension scheme, complete your re-declaration as soon as you’ve done this.
5. Only tell us about pension schemes you’ve used to put your staff into for automatic enrolment.
6. Make sure you know about and tell us about every PAYE scheme you use.
This checklist is designed to help you comply with your legal duties under the Pensions Act 2008 and Regulations. While we
an oer guidance, this checklist should not be regarded as a substitute for, or deﬁnitive interpretation of, the law. If you have
any doubts about your legal duties then you should seek legal or other specialist advice.
© The Pensions Regulator May 2020