What’s re-assessment and how often do I have to do it?

After you’ve assessed your employees for their auto-enrolment status at your staging or duties start date, you then have to monitor their age and earnings for each subsequent Pay Reference Period. They may trigger the requirements to become assessed as eligible and will therefore need to be auto-enrolled. You don’t need to re-assess any eligible employees who’ve opted out, apart from when you re-enrol.

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After every 3 years, you have to re-enrol employees who’ve opted out, ceased active membership or are paying below the minimum contribution levels and are eligible employees. You’ll also need to re-declare your compliance every 3 years – even if you have no one to re-enrol.

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