Skip to main content
enIn this
section

Step 2 Assess your staff

You must do this on your re-enrolment date.

On your re-enrolment date, you’ll need to assess certain staff to work out if you need to put them back into your pension scheme.

1. Work out which staff to include in your assessment

You only need to assess certain staff for re-enrolment.

Staff you must assess

You must assess staff who have:

  • asked to leave (opted out of) your pension scheme
  • left (ceased active membership of) your pension scheme after the end of the opt-out period
  • stayed in your pension scheme – but chosen to reduce the level of pension contributions to below the minimum level

Staff you don't need to assess

You can leave out from your assessment any staff member who, on your re-enrolment date:

  • is already in the pension scheme you use for automatic enrolment (a qualifying scheme)
  • is aged 21 or under
  • is at state pension age (SPA) or over
  • has not yet had an automatic enrolment date (met the age and earnings criteria for automatic enrolment, or who has been postponed)

2. Assess your staff

You now need to work out if the staff you’re assessing meet the criteria to be put back into your pension scheme.

Anyone who left your pension scheme more than 12 months before your re-enrolment date and meets the age and earnings criteria must be re-enrolled. Read more
You can choose to put staff into your scheme if they meet certain other criteria. Read more

3. What's next?

What you need to do next depends on whether you have staff to re-enrol into your scheme.

If you have staff to re-enrol you must put them back into your pension scheme and start paying into it, within six weeks after your re-enrolment date. Read more
If you don’t have staff to re-enrol you must now complete your declaration of compliance. Read more

home.en.employers.re-enrolment.step_2._assess_your_staff.page