Automatic enrolment - who needs to be enrolled

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Many employers have yet to reach the point when they have to make arrangements to enroll eligible jobholders in a workplace pension. Every employer has to engage with the automatic enrolment process by a set ‘staging date’. The remaining staging dates for smaller and newer employers run up to February 2018

Not all employees have to be automatically enrolled – only ‘eligible jobholders’. This flowchart helps employers decide which employees are in that category and what the employer’s pension responsibilities are for the other categories of worker.

It shows the questions to be asked in respect of each worker in order to decide whether that worker either must be automatically enrolled in a qualifying pension scheme or has the option to be so enrolled on request.

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