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What are the Eligible Jobholder Actions?

These are the actions the employer must take when a worker is assessed and falls into the category Eligible Jobholder.

The Pensions Regulator can give you guidance about when you can postpone enrolment, and situations when you don't need to enrol certain employees. For example, as of 6th April 2016, you don't have to automatically enrol directors.

If exceptions and postponement do not apply, the actions required are to

  • enrol them into a qualifying pension
  • start making regular contributions to their pension
  • give information to the employee, explaining that you are enrolling them into a pension and that they can opt out

You can download a template letter and accompanying insert from The Pensions Regulator.

Once you have carried out these actions, you will need to continue making contributions to the pension unless the worker chooses to opt out.

You can read more about Workplace Pensions / Auto Enrolment in our Automatic Enrolment Guide and our Opt-Out Guide.

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