Jurisdiction(s):
United Kingdom

Automatic enrolment into workplace pensions: employer checklist on staging dates, postponement, eligible jobholders and qualifying schemes

Published by a LexisNexis Pensions expert

Checklists

The auto-enrolment duty

Since 1 October 2012, at their staging date employers must auto‑enrol eligible jobholders into a qualifying pension scheme, allow opt‑outs, pay minimum contributions, and re‑enrol every three years.
They also had to identify their staging date, workers, and scheme.

Identifying the staging date

PAYE 120,000+: from 1 October 2012.
Under 120,000: 1 Nov 2012 to 1 Apr 2017.
PAYE first payable Apr 2012–Sep 2017: 1 May 2017 to 1 Feb 2018.
On/after 1 Oct 2017: first worker’s start date.
DB or hybrid schemes could defer to 1 Oct 2017.
Staging could be moved, and auto‑enrolment postponed up to three months.

Who needs to be enrolled automatically?

Eligible jobholders work (or ordinarily work) in Great Britain under a worker’s contract, are 22 to under State Pension age, and have qualifying earnings above the earnings trigger.

What type of pension scheme can be used?

Employers may use an existing scheme, set up a new one, or use NEST.
The scheme must be a UK occupational or personal pension, DB, DC or hybrid; before IP completion day (11pm, 31 December 2020), EEA schemes were allowed.
It must not include terms that block auto‑enrolment, force choices, or require information from eligible jobholders.

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Web page updated on 20/05/2026

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