- Table: Information to workers (PDF, 150kb, 7 pages)
Summary of information requirements in a quick-reference table format
- Diagram: The different types of worker (PDF, 203kb, 3 pages)
Diagram of the different categories of worker and the criteria for each category
- Summary: Employer duties and safeguards (PDF, 136kb, 6 pages)
At-a-glance summary of the duties and safeguards
- Flowchart: 3: Assessing the workforce - Appendix A: Assessing a worker (PDF, 222kb)
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- Flowchart: 3: Assessing the workforce - Appendix B: Assessing groups of workers on an employer's staging date (PDF, 228kb, 2 pages)
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- Flowchart: 3a: Postponement - Appendix: Determining how postponement operates (PDF, 343kb, 2 pages)
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- Flowchart: 3c: Having completed the assessment - Appendix A: Assessing a worker (PDF, 275kb, 2 pages)
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- Flowchart: 3c: Having completed the assessment - Appendix B: Assessing groups of workers on an employer's staging date (PDF, 250kb, 2 pages)
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- Flowchart: 3c: Having completed the assessment - Appendix C: Assessing groups of workers on the deferral date after using postponement at the employer's staging date (PDF, 490kb)
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- Flowchart: 3c: Having completed the assessment - Appendix D: Assessing a worker on the deferral date after using postponement at the worker's first day of employment (PDF, 218kb, 2 pages)
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- Flowchart: 3c: Having completed the assessment - Appendix E: Assessing a worker on the deferral date after using postponement on the date that the criteria to be an eligible jobholder are met (PDF, 198kb)
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- Flowchart: 4: Pension schemes - Appendix C: Steps to take to determine if your DB pension scheme is a qualifying scheme (PDF, 294kb)
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- Flowchart: 4: Pension schemes - Appendix D (personal): Steps to take to determine if your DC pension scheme is a qualifying scheme (PDF, 103kb, 2 pages)
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- Flowchart: 4: Pension schemes - Appendix D (occupational): Steps to take to determine if your DC pension scheme is a qualifying scheme (PDF, 188kb, 2 pages)
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- Flowchart: 5: Automatic enrolment - Appendix B: Example process for automatic enrolment into an occupational pension scheme (PDF, 152kb, 2 pages)
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- Flowchart: 5: Automatic enrolment - Appendix C: Example process for automatic enrolment into a personal pension scheme (PDF, 154kb, 2 pages)
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- Flowchart: 6: Opting in, joining and contractual enrolment - Appendix A: Example process for employers on receipt of an opt-in or joining notice (PDF, 186kb, 2 pages)
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Committed to increasing confidence and participation in work-based pensions