Assessment

As the business owner, the onus and legal responsibility is on you to determine whether your employees are eligible to be automatically enrolled. It can be a minefield but regardless of the pitfalls it is a time consuming job. We help our clients every step of the way and are able to do an efficient and accurate assessment of your workforce for a low fee.

Your employees or ‘workers’ as they’re legally defined are divided into three groups

  • Eligible workers
  • Non-eligible jobholders
  • Entitled workers.

Eligible worker: Someone aged between 22 and state pension age earning the equivalent of £10,000 based on your pay roll frequency on the first assessment following your staging date.

Example: Someone earning £192 per week or £833 monthly; it often happens that your workforce could be eligible despite you thinking they are not. 

Non-eligible jobholder: Someone aged between 16 and 21 or between state pension age and 74 earning between the equivalent of £5,824 and £10,000 based on your pay roll frequency on the first assessment following your staging date is ‘non-eligible’. 

Entitled worker: Someone earning less than £112 per week or £485 per month is entitled to ‘opt in’ but the employer is not obliged to enrol them automatically.

Disclaimer

If you're payroll frequency is fortnightly or 4 weekly then please call one of the friendly team but you will be able to work it out as pro rata.