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Qualifying and auto-enrolment scheme tool

Use our interactive Qualifying and auto-enrolment scheme tool to check what makes your client’s scheme a qualifying scheme in relation to a specific jobholder.

If your client needs to auto-enrol jobholders then the qualifying scheme also needs to meet the auto-enrolment scheme criteria. Once you’ve used our Qualifying and auto-enrolment scheme tool you can use our auto-enrolment scheme tool to check whether your client’s scheme meets these criteria. Please note that the same criteria apply for auto-re-enrolment.

You'll find full details in our technical factsheets. Please take time to read these.

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