One of your first big tasks is to work out who needs to be enrolled in your scheme. Regrettably this is not a one-off activity. You need to do it when you start your planning, on your staging date, whenever you employ a new member of staff, or when one of your existing employees becomes old enough to join.

On each occasion, your assessment is based on the worker’s age, their earnings and whether they are usually working in the UK. As a result of your assessment, you could possibly identify three types of staff.

- Eligible job holders who have to be enrolled into a pension scheme. You have to make pension contributions for these people.

- Non-eligible job holders have the right to ask to be a enrolled into a pension scheme. If they decide to join, you will need to make pension contributions for them.

- Lastly, Entitled workers have the right to ask to be enrolled, but you don't need to make contributions for them

Of course, any of these types of employees could already be members of a pension scheme. Even if they are, there is still work to be done.

But once you have assessed your workforce and whether they are already in a scheme or not, you can plan your communications and enrolment steps for each group.

To learn more about assessing your employees for auto enrolment, please visit:

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