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Auto-Enrolment Pension Duties for a New Employer (2026)

Auto-Enrolment Pension Duties for a New Employer (2026)

The moment you take on your first member of staff — even just one — you take on legal pension duties, regardless of how small your business is. This guide from Filing Accounts UK explains exactly what auto-enrolment requires, using only verified facts from The Pensions Regulator and current 2026/27 thresholds.

At Filing Accounts, we help small employers set up payroll and pension compliance correctly from day one.

Auto-Enrolment Applies From Your First Employee

Since February 2018, auto-enrolment duties apply to every UK employer, even a business with just one member of staff. Your “duties start date” is the day your first worker begins employment — there’s no small-employer exemption, and no grace period before the legal obligation begins.

Who Must Be Auto-Enrolled?

Staff fall into three categories, based on age and earnings:

CategoryCriteria (2026/27)Employer Must
Eligible jobholderAged 22 to State Pension age, earning over £10,000/yearAutomatically enrol, with employer contribution
Non-eligible jobholderAged 16–74, earning £6,240–£10,000, or aged 16–21/SPA–74 earning over £10,000Enrol only if they opt in, with employer contribution
Entitled workerEarning under £6,240/yearEnrol only if they ask to join; no employer contribution required

For 2026/27, the earnings trigger (£10,000), lower earnings limit (£6,240), and upper earnings limit (£50,270) are unchanged from the previous tax year.

Minimum Contribution Levels

Contributions are calculated on qualifying earnings — the band between £6,240 and £50,270 — not your employee’s full salary. The current minimum total contribution is 8% of qualifying earnings, split as:

  • 3% minimum from the employer
  • 5% from the employee (this includes tax relief, so the actual cost to the employee is slightly less than 5% of pay)

You can choose to contribute more than the 3% minimum — if you contribute the full 8% yourself, your employee isn’t required to contribute anything at all, unless they choose to.

What You Need to Do, Step by Step

Step 1: Choose a Pension Scheme

Select a scheme that meets auto-enrolment requirements — The Pensions Regulator’s website lists compliant providers.

Step 2: Assess Your Staff

Work out which category each employee falls into, based on age and earnings, every pay period — not just once.

Step 3: Enrol Eligible Staff

Eligible jobholders must usually be enrolled within 6 weeks of their duties start date (or the date they became eligible). If you need more time, you can use postponement — delaying assessment by up to 3 months — but you must write to the employee confirming this within 6 weeks of the original duties start date.

Step 4: Write to Your Staff

Every worker must be told individually how auto-enrolment affects them, whether they’ve been enrolled, opted in, or are simply entitled to join.

Step 5: Complete Your Declaration of Compliance

Confirm to The Pensions Regulator that you’ve met your duties — normally within 5 months of your duties start date (extended slightly if you used postponement). Missing this is one of the most common compliance failures among new small employers.

Step 6: Keep Records and Re-Enrol Periodically

Every 3 years, you must re-assess and re-enrol any eligible staff who previously opted out, giving them another opportunity to join.

Can Employees Opt Out?

Yes — workers can opt out within 1 month of being enrolled and receive a full refund of any contributions already deducted. Opting out doesn’t remove your duty to re-enrol them every 3 years, or to auto-enrol any new staff who meet the criteria.

Auto-Enrolment at a Glance

Item2026/27 Detail
Earnings trigger£10,000/year
Lower earnings limit£6,240/year
Upper earnings limit£50,270/year
Minimum total contribution8% of qualifying earnings
Minimum employer contribution3%
Assessment/enrolment deadlineWithin 6 weeks of duties start date
Declaration of compliance deadlineWithin 5 months of duties start date
Opt-out windowWithin 1 month, full refund
Re-enrolment cycleEvery 3 years

Common Mistakes to Avoid

Assuming a One-Person or Tiny Business Is Exempt

There’s no exemption for small employers — duties begin the day your first employee starts.

Missing the Declaration of Compliance

This is a separate step from actually setting up the pension — forgetting to formally declare compliance to The Pensions Regulator is one of the most common failures.

Not Reassessing Staff Every Pay Period

An employee’s category can change with a pay rise or birthday — assessment isn’t a one-off exercise.

Forgetting Re-Enrolment Every 3 Years

Staff who opted out must be given another chance to join every 3 years, regardless of their previous decision.

Frequently Asked Questions

Does auto-enrolment apply if I only have one employee?

Yes. Every UK employer has auto-enrolment duties from their first employee’s start date, regardless of business size.

What’s the minimum pension contribution?

8% of qualifying earnings in total, with at least 3% from the employer.

Can an employee opt out?

Yes, within 1 month of enrolment, with a full refund of contributions made so far.

What happens if I miss my declaration of compliance deadline?

The Pensions Regulator can issue fixed and escalating penalty notices for non-compliance.

Setting Up Payroll and Pensions? Talk to Filing Accounts UK

At Filing Accounts, we help new employers set up payroll and auto-enrolment compliance correctly from their very first hire.

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