We’ve updated our guidance for each status and there are factsheets available for employers and members.
There are eligibility criteria for the employment groups that can automatically qualify and for circumstances where an application might be considered for certain types of managerial roles.
Applications for either status in a managerial role must be made by the employer and referred to us using the SMR application for (PDF: 241KB). To assist in decision making, the SMR form has also been updated and requires that employers provide certain information about an applicant’s managerial role, which must be supported by documentary evidence.
Where either status is relevant, it is essential that employers record the correct capacity code for our records when appointing new employees, or if their job changes. The factsheets include information about the codes that should be used but contact us if you are unsure of the correct capacity code for an employee.