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5.7 Employer's Obligations

  • Employers with 5 or more staff must make available a stakeholder scheme for eligible employees:

  • earning in excess of the lower earnings limit,

  • aged at least 18 years but not within 5 years of retirement age.

  • In some circumstances employers are exempt from this requirement.


    1. If the occupational pension scheme has a qualifying period in excess of one year, the employer must offer access to a stakeholder arrangement.
    2. If there is no existing pension arrangement, access to a stakeholder plan must be made available, with the employer collecting the contributions and paying them to the scheme.
    3. Group personal pensions where the employer is contributing at least 3% of the employee's basic pay is an acceptable alternative pension arrangement, providing the waiting period does not exceed 3 months.
    4. Employers required to set up a stakeholder arrangement had to do so by October 2001.
    5. Employers must deduct employee contributions from salary and remit to the provider

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