Business Financial Planning :  Stakeholder Exemption Checklist - Are You Exempt?

We have designed a brief questionnaire to help you decide whether or not your Company will need to arrange a Stakeholder "portal" for the staff. It is unlikely that many companies will be fully exempt but with a little bit of forward planning, Charlwood Leigh can help you to ensure that your Company is.

Are Any of Your Employees earning over the National Insurance lower earnings limit (currently £67.00 per week)?	Yes?	No? Exempt.
Do you employ 5 or more people (include yourself if you are a limited company)?	Yes?	No? Exempt.
Is there currently a Company Pension in place?	Yes?	No?Your obligations...
a) Is this an Occupational Pension Scheme?	Yes?	No? More questions...
If so, does it cover all employees?	Yes?	No?Your obligations...
Can all employees join within 12 months of starting work?	Yes?	No?Your obligations...
If you answered 'YES' to all the above, you may be exempt but to be sure please contact us .