Enrolment Type

The enrolment type maps to the Pension Joining Method field on the pension automatic enrolment calculation card.

When the Qualifying Scheme Start Date on the pension automatic enrolment card matches the start date of the MCR submission, an enrolment type is included in the report. Use of the pension automatic enrolment card is therefore a prerequisite for reporting of this field in the MCR.

Map an enrolment type using the lookup type Pension Joining Method lookup:

Lookup Code	Extended Code	Extended Name (USER-DEFINED)
Automatic enrolment	Auto	TPS Automatic enrolment
Automatic re-enrolment	Auto	TPS Automatic re-enrolment
Contractual enrolment	Cont	TPS Contractual enrolment
Manually enrolled	Cont	TPS Manually enrolled

Note: Backdated transfer, Transfer, Opt-in and Contractual Opt-in shouldn’t be reported.