Pension Re-Enrolment in Sage 50

Updated On: September 3, 2025 7:27 am

Sage 50 is widely popular among the business community across the world. This premier accounting software helps businesses perform their accounting tasks more efficiently. Sage 50 Cloud is an improved addition to the Sage 50 family, with a plethora of amazing tools and features. However, there are some features the users may often find difficult to use. Some users have informed us that they are not quite familiar with the process of pension re-enrolment. If you are yet to use this feature or are having issues with it, simply go through this blog. Here, we will take you on a tour of this useful functionality. After going through this blog, you will have a fair idea of what it brings to the table. We would be showing you a simple and step-by-step procedure to do pension re-enrolment through Sage 50.

Here we go!

What is a Pension Re-Enrolment?

The pension re-enrolment is a legal requirement put in place by The Pension Regulator (TPR). It mandates the employers to assess if the employees need to get enrolled onto a pension scheme, once every 3 years. All employers with an Auto Enrolment Pension scheme must comply with these provisions. Whether an employer has any employee to enroll on the scheme or not, he must submit a re-declaration of compliance to inform the pension regulator how he has complied with the rules. Both re-enrolment and re-declaration are mandatory for an employer and he can be fined for not acting accordingly.

The Pensions Module in Sage 50 will help you accomplish automatic enrollment. It will also help you complete your re-enrolment duties in Sage 50cloud Payroll.

Re-enrolment for Pension schemes

Before sending re-enrolment pension data to your provider, make sure you:

1. Set your re-enrolment date in Sage Payroll.
2. Inform The Pension Regulator of your chosen re-enrolment date.
3. Add the date on your pension provider’s portal.

Once the re-enrollment period is active, the date of re-enrollment will be displayed on the provider’s site.

Your re-enrolment duties

There are four key steps to complete re-enrolment:

1. Choose your re-enrolment date.
2. Assess and re-enrol eligible employees.
3. Send letters to employees who are re-enrolled.
4. Submit your re-declaration of compliance.

You must submit a re-declaration of compliance even if no employees need to be re-enrolled into your pension scheme.

What happens when you process re-enrolment?

On your re-enrolment date, the payroll system checks which employees qualify for re-enrolment.

Criteria to meet

An employee may need to be re-enrolled if any of the following apply:

1. They have been an eligible jobholder at any time since your staging date.
2. They work in the UK, are 22 years old, and make more than £10,000.
3. They opted out of the pension scheme (left the scheme within one month of being enrolled).
4. They stopped paying pension contributions.
5. They stayed in the scheme but pay less than the minimum required contribution.
6. They are eligible jobholders who quit the pension plan more than a year prior to the re-enrollment deadline.

How to process re-enrolment in Sage Payroll?

• Choosing Your Re-enrolment Date

You enter the start date of your duties when you set up payroll. Payroll uses this date to automatically trigger re-enrolment at the correct time — you don’t need to start the process manually.

The re-enrolment period lasts for six months:

1. It begins 33 months following the date of your last re-enrollment or first staging.
2. It ends 39 months after that date.

To get your precise re-enrollment window, use the TPR re-enrollment tool.

When your business enters the re-enrolment period and you run payroll, the system will ask you to provide a re-enrolment date.

Key points when choosing the date:

1. The date must be within your six-month re-enrolment window.
2. Notify your pension provider and The Pensions Regulator (TPR) of the date. To maintain consistency in your data, use the same date in Sage Payroll, TPR, and with your provider.
3. All future re-enrolment windows are calculated from your last chosen re-enrolment date.
4. You may align the date with other business milestones, but avoid busy seasons when many new employees join.
5. For businesses with a single pay frequency, choose the first day of a pay period. This prevents duplicate contributions for a full pay period and part of the previous one.

Entering Your Re-enrolment Date in Sage Payroll:

1. Open the Summary option from the menu bar.
2. Select your preferred re-enrollment date by going to Cyclical Re-enrollment.
3. Click Set Re-enrolment Date to confirm.

• Assess and Re-enrol Eligible Employees

When your re-enrolment date arrives, run payroll as usual. Sage Payroll will automatically check which employees need to be re-enrolled.

1. Select Process Pay Run.
   1. You’ll see a message: Choose a Re-enrolment Date.
   2. Select Confirm Re-enrolment Date.
2. Only dates within your six-month re-enrolment window will be available.
3. Until you get to the Edit Pay stage, keep processing the pay run.
   1. A message will appear for any employees who meet the re-enrolment criteria.
4. Complete your pay run.

• Writing to Employees After Re-enrolment

1. Within six weeks of your re-enrollment date, you must notify all re-enrolled employees.
2. Letter templates are available for download on The Pensions Regulator (TPR) website.

• Complete your re-declaration of compliance

1. For re-enrollment, explain to TPR how you have fulfilled your legal obligations. Fill out your re-declaration of compliance to accomplish this.
2. Within five months of the staging date’s third anniversary, complete this task.

Final Words

We hope the sequential steps mentioned above would help you a great deal to do pension re-enrolment through Sage 50. If you are having any difficulties in carrying out the steps above or if you want to know more, we would recommend you to get in touch 1800 964 3096 with some authorized Sage professionals.

Frequently Asked Questions: