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Step 3 What to do on your staging date

You must do this on your staging date

On your staging date, you must work out how much your personal care assistant earns and how old they are. This will identify what you need to do and is known as 'assessing your staff'. You should use this information in order to complete your declaration of compliance.

Assessing your staff

Your personal care assistant will fall into one of two categories...

Gross Earnings Age 16 - 21 Age 22 - SPA* Age SPA* - 74
Over £833 a month
(Over £192 a week)
Type 2 Type 1 Type 2
£833 a month or less
(£192 a week or less)
Type 2 Type 2 Type 2

*State Pension Age. If you are unsure what this is use the State Pension Calculator to find out. 

Write to your care assistant

You must write to your personal care assistant to tell them how automatic enrolment applies to them, even if you don’t have anyone to put in a pension scheme. Do this within 6 weeks after your staging date. You can amend our example letter template below.

Letter template for staff who are not being put into a pension scheme (DOC, 15kb, 1 page)

What's next?

The next step will help you complete your declaration of compliance, but this is not the end of the process as you have ongoing duties towards your personal care assistant.

Your staging date

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Which type?

Easily work out which 'type' each member of staff falls into.

All you need to know is each member of staff’s gender, age and earnings.


Age on your staging date

Gross earnings


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This staff member is classified as .