What’s a status?

A status is the method of categorising employees for auto-enrolment. All employees must be assessed and categorised.

The accepted status values we allow on a file are:

Eligible

Use this status if an employee:

  • earns over £192 per week (equal to about £833 a month or £10,000 a year)
  • is aged 22 or over
  • is under State Pension age
  • is ordinarily working in the UK.

These employees must be put into a pension scheme and have money paid into their pension pots on a regular basis.

Non-eligible

Use this status if an employee:

  • is aged between 16 and 21 or between State Pension age and 74
  • earns over £192 per week (equal to about £833 a month or £10,000 a year)
  • is ordinarily working in the UK.

Or

  • is aged between 16 and 74
  • earns between the lower earnings threshold (£6,240 a year for 2021/22 tax year) and £10,000 a year
  • Is ordinarily working in the UK.

A non-eligible jobholder doesn’t have to be auto-enrolled into a workplace pension. They can ask to opt in to an employer’s pension scheme, and their employer will have to pay into their pension pots on a regular basis.

Entitled

Use this status if the employee:

  • is aged between 16 and 74
  • has earnings less than the lower earnings threshold (currently £6,240 a year / £520 a month / £120 a week for the 2021/22 tax year)
  • is ordinarily working in the UK.

An entitled worker doesn’t need to be auto-enrolled. They can ask to join an employer’s pension scheme but the employer doesn’t need to pay money into their pension pots unless they’d like to.

Contractual Enrolment

This is when employers put all of their employees into a pension scheme, without working out which employees they need to automatically enrol.

Each employee has to agree to join the pension scheme, and to have contributions deducted from their salary, if applicable. This consent is given when they accept the terms set out in their employment contract.

Read more in our guide to contractual enrolment.

Not Known

Use this status:

  • if you’ve chosen The People’s Pension to assess the eligibility criteria of an employee (new starter or in postponement period) on your behalf and the employee’s status hasn’t been confirmed yet, or
  • if an employee doesn’t have a pension but does have Employee Accident Cover/Employee Life Cover with B&CE, provider of The People’s Pension.

Not Applicable

Use when an employee is aged under 16 or over 75.

Already in qualifying scheme

Use when an employee has a pension elsewhere in a qualifying pension scheme.

More…

Further information can be found in our resource library.

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