You must do this at your staging date
On your staging date, you must work out how much each member of staff 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.
*State Pension Age. If you are unsure what this is use the State Pension Calculator to find out.
Any staff who are…
…must be put into a pension scheme and you must both pay into it.
We have additional information to help you understand your costs. You can also contact your pension provider should you require more information.
If any of your staff fall outside of the above age and earning criteria then you only need to put them into a pension scheme if they ask.
If you’ve worked out that you don’t have staff to put into a pension scheme you still have other tasks to carry out in order to meet your legal duties. If you don’t have any staff to put into a pension scheme you will still have to write to them to tell them how automatic enrolment applies to them. The next step will tell you how.
If you employ seasonal or temporary staff or you have staff whose hours and pay varies each time you pay them, you will still need to assess them to work out if they need to be put into a pension scheme.
More information is available to help you when assessing:
You can delay 'assessing your staff' for some or all of your staff for up to three months. This is known as ‘postponement’.
Postponement does not mean that you are changing your staging date but simply changing the day you assess your staff’s age and earnings. This could be useful if you have staff that fall into the following categories:
If you use postponement you must write to your staff to tell them what you are doing.
Find out if postponement is right for you.
Having worked out what you need to do for each person you employ, it is now time to put those that you need to into a pension scheme.
You will need to give your pension scheme provider all the information that they need to initially set up your staff in the pension scheme.
Each time you pay your staff you will need to work out how much you both need to pay in and arrange for this to happen. Payroll software may help do this for you.
For full details contact your pension scheme provider.
Each time you pay your staff you will need to make contributions to their pension scheme. Find out more about making contributions to your pension scheme.
You must work out how much you both need to pay in and arrange for this to happen. Payroll software may help do this for you. For full details contact your pension scheme provider.
To do list:
Now that you've put your staff in a pension scheme, you need to write to them to let them know.
Use our Duties Checker to confirm your staging date and declaration deadline.
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.
This staff member is classified as .
They must be put into a pension scheme and you must pay into it.Restart