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- Use our tool to assess whether your existing defined contribution (DC) scheme qualifies and if you can use it for automatic enrolment.
- If you have a defined benefit (DB) or hybrid scheme, speak to the scheme trustees.
DC qualifying scheme tool
You need to check whether your existing DC scheme qualifies and if you can use it for automatic enrolment. Our DC qualifying schemes tool will guide you through the areas you need to look at to make an informed decision.
Because every scheme is different, the tool is unable to tell you whether your particular scheme meets the criteria. You will need to work out whether you can use your scheme.
If you don’t feel confident about deciding whether your scheme meets the criteria, you should ask the trustees or scheme provider running it.
DB and hybrid schemes
Qualifying criteria for DB and hybrid schemes are complex. Speak to your trustees to check whether your scheme qualifies.
Our detailed guidance is aimed at professional advisers and employers with in-house pensions professionals.
Guidance Copy of 4. Pension schemes (PDF, 341kb, 38 pages)
Includes the minimum requirements for defined contribution, defined benefit and hybrid pension schemes, and what the qualifying criteria mean in practice.