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The legislation requires employers to enrol employees into schemes when they meet the criteria set out. Explaining the criteria for enrolment is not the purpose of this document and users should refer to literature provided by the Department of Work & Pensions.
However InPay will provide an employee’s pension status based on these rules from information contained within the system. These details can be reported on for all employees in a company. A general report named “Basic Pension” has been set up on the system (figure 5.1, the output includes the employees pension status). Those employees shown with the status of Eligible Jobholder within the period the export is run are the employees that legislatively should be enrolled. These can be enrolled by using the employee numbers of the employees in the required status and following the process is section “6 – Importer Changes” to apply them to the pension scheme in bulk.
Figure 5.1
In addition, there are also a number of exportable reports that are available for a range of pension providers. These are (as of January 2017):-
- AEGON
- Aviva
- Carey
- CT117
- Friends Life
- Legal & General
- NEST
- NOW
- People Pension
- Royal London
- Scottish Life
- Scottish Widow
- Smart Pension
- Standard Life
- YWP
- Zurich
There are two types of report available in general - contribution reports which will just show the contributions for workers already enrolled in that particular scheme and assessment reports which will assess all workers against the criteria for that scheme.
The Pension Scheme should be set to the correct scheme.
Figure 5.2
Explanation of pension status’ from the HMRC Developer documentation:-
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