[et_pb_section bb_built=”1″ admin_label=”Header – All Pages” transparent_background=”off” background_color=”#1e73be” allow_player_pause=”off” inner_shadow=”off” parallax=”off” parallax_method=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” make_equal=”off” use_custom_gutter=”off” custom_padding=”0px||0px|” next_background_color=”#000000″ custom_padding_tablet=”50px|0|50px|0″ custom_padding_last_edited=”on|desktop” global_module=”1221″][et_pb_row admin_label=”row” global_parent=”1221″ make_fullwidth=”off” use_custom_width=”off” width_unit=”on” use_custom_gutter=”off” custom_padding=”||5px|” allow_player_pause=”off” parallax=”off” parallax_method=”on” make_equal=”off” parallax_1=”off” parallax_method_1=”off” background_position=”top_left” background_repeat=”repeat” background_size=”initial”][et_pb_column type=”4_4″][et_pb_post_title global_parent=”1221″ title=”on” meta=”off” author=”on” date=”on” categories=”on” comments=”on” featured_image=”off” featured_placement=”below” parallax_effect=”on” parallax_method=”on” text_orientation=”left” text_color=”light” text_background=”off” text_bg_color=”rgba(255,255,255,0.9)” module_bg_color=”rgba(255,255,255,0)” use_border_color=”off” border_color=”#ffffff” border_style=”solid” custom_padding=”10px|||” parallax=”on” background_color=”rgba(255,255,255,0)” /][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section bb_built=”1″ fullwidth=”off” specialty=”off” transparent_background=”off” allow_player_pause=”off” inner_shadow=”off” parallax=”off” parallax_method=”off” custom_padding=”30px||0px|” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” make_equal=”off” use_custom_gutter=”off” background_color=”#1e73be” prev_background_color=”#000000″ next_background_color=”#ffffff” custom_padding_tablet=”0px||0px|” global_module=”1228″][et_pb_row global_parent=”1228″ make_fullwidth=”off” use_custom_width=”off” width_unit=”on” use_custom_gutter=”off” custom_padding=”30px||0px|” allow_player_pause=”off” parallax=”off” parallax_method=”off” make_equal=”off” parallax_1=”off” parallax_method_1=”off” column_padding_mobile=”on” background_position=”top_left” background_repeat=”repeat” background_size=”initial”][et_pb_column type=”4_4″][et_pb_text global_parent=”1228″ background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid” background_position=”top_left” background_repeat=”repeat” background_size=”initial”] [breadcrumb] [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section bb_built=”1″ fullwidth=”off” specialty=”off” transparent_background=”off” allow_player_pause=”off” inner_shadow=”off” parallax=”off” parallax_method=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” make_equal=”off” use_custom_gutter=”off” gutter_width=”3″ custom_padding_tablet=”0px||0px|” custom_padding_last_edited=”on|desktop” prev_background_color=”#1e73be” next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_toggle admin_label=”Index” _builder_version=”3.0.106″ title=”Index” open=”off”]

Contents

28.1 Scope. 

28.1.1 Extract from FRS102: Section 28.1.

28.1.2 OmniPro comment

28.2 General recognition principle for all employee benefits.

28.2.1 Extract from FRS102: Section 28.3-28.5.

28.2.2 OmniPro Comment

28.3 Short-term employee benefits.

28.3.1 OmniPro comment

28.3.1.1 Overview.

28.3.1.2 Example of Short term benefits.

28.4 Recognition and measurement: Short-term compensated absences.

28.4.1 Extract from FRS102: Section 28.6-28.7.

28.4.2 OmniPro comment

28.4.2.1 Accumulated compensation.

28.4.2.1.1 Holiday pay.

28.4.2.2 Holiday pay accrual examples.

28.4.3 No-accumulated compensation.

28.5 Recognition: Profit-sharing and bonus plans.

28.5.1 Extract from FRS102: Section 28.8.

28.5.2 OmniPro comment

28.6 Post-employment benefits: defined contribution plans.

28.6.1 Extract from FRS102: Section 28.9-28.10 and 29.13-28.13A.

28.6.2 OmniPro comment

28.6.2.1 Post employment benefit defined.

28.6.2.2 Defined contribution scheme – defined.

28.6.2.3 Measurement.

28.7 Multi-employer plans and state plans. 

28.7.1 Extract from FRS102: Section 28.11-28.12. 

28.7.2 OmniPro comment 

28.7.2.1 Multi-Employer plans – defined. 

28.7.2.2 Sate plan defined. 

28.7.2.3 The default pension when entity’s portion of the pension assets/ liabilities cannot be determined. 

28.7.2.3.1 Entity’s portion of the pension assets/liabilities can subsequently be determined. 

28.7.2.4 Insured benefits. 

28.8 Post-employment benefits: Defined benefit plans – recognition. 

28.8.1 Extract from FRS102: Section 28.10(b) and Section 28.14. 

28.8.2 OmniPro comment 

28.8.2.1 Defined benefit scheme. 

28.8.2.2 Method for calculating the defined benefit plan asset and liabilities. 

28.8.2.2.1 Sample journal entries for a defined benefit plan. 

28.9 Measurement of the net defined benefit liability. 

28.9.1 Extract from FRS102: Section 28.15, 28.15A and 28.22. 

28.9.2 OmniPro comment 

28.9.2.1 Measurement.

28.9.2.1.1 Defined benefit asset net deemed to be recoverable. 

28.9.2.2 Deferred tax. 

28.9.2.3 Determining the figure to use from the actuarial report and the related accounting. 

28.10 Inclusion of both vested and unvested benefits. 

28.10.1 Extract from FRS102: Section 28.16. 

28.10.2 OmniPro comment 

28.11 Discounting. 

28.11.1 Extract from FRS102: Section 28.17. 

28.11.2 OmniPro comment 

28.12 Actuarial valuation method. 

28.12.1 Extract from FRS102: Section 28.18-28.20. 

28.12.2 OmniPro comment 

28.12.2.1 The valuation method and who can perform valuation. 

28.12.2.2 Illustration of projected unit credit method. 

28.13 Plan introductions, changes, curtailments and settlements. 

28.13.1 Extract from FRS102: Section 28.21-28.21A. 

28.13.2 OmniPro comment 

28.13.2.1 Definition of a settlement and the accounting treatment.

28.13.2.2 Definition of a curtailment and accounting treatment.

28.13.2.3 Plan changes. 

28.14 Cost of a defined benefit plan. 

28.14.1 Extract from FRS102: Section 28.23. 

28.14.2 OmniPro comment 

28.14.2.1 What costs get recognised in in the profit and loss account.

28.14.2.2 What costs get recognised in other in other comprehensive income. 

28.14.3 Employer contributions. 

28.15 Net interest cost –defined benefit plan. 

28.15.1 Extract from FRS102: Section 28.24-28.24B. 

28.15.2 OmniPro comment 

28.16 Remeasurement of the net defined benefit liability. 

28.16.1 Extract from FRS102: Section 28.25-28.27. 

28.16.2 OmniPro comment

28.17 Reimbursements. 

28.17.1 Extract from FRS102: Section 28.28. 

28.17.2 OmniPro comment 

28.18 Other long-term employee benefits. 

28.18.1 Extract from FRS102: Section 28.29-28.30. 

28.18.2 OmniPro comment 

28.18.2.1 Example of other long term employee benefits. 

28.18.2.2 Accounting requirements. 

28.19 Termination benefits. 

28.19.1 Extract from FRS102: Section 28.31-28.37. 

28.19.2 OmniPro comment 

27.19.2.1 Termination benefit defined. 

28.19.2.2 Terminating payment included in contract. 

28.20 Group defined benefit plans. 

28.20.1 Extract from FRS102: Section 28.38. 

28.20.2 OmniPro comment 

28.21 Deferred tax and pension schemes. 

28.21.1 Deferred tax on the defined benefit pension scheme liability/asset 

28.21.1.1 OmniPro comment 

28.21.2 Deferred tax on the defined contribution pension scheme. 

28.21.2.1 OmniPro comment 

28.22 Disclosures. 

28.22.1 Disclosures about short-term employee benefits. 

28.22.1.1 Extract from FRS102: Section 28.39. 

28.22.1.2 OmniPro comment 

28.22.2 Disclosures – defined contribution plans. 

28.22.2.1 Extract from FRS102: Section 28.40-28.40A. 

28.22.2.2 OmniPro comment 

28.22.2.2.1 Overview. 

28.22.2.2.1.1 Accounting policies. 

28.22.2.2.1.1.1 Employee benefits. 

28.22.2.2.1.1.2 Accounting policies multi-employer defined benefit scheme where it is accounted for as a defined contribution scheme. 

28.22.2.2.1.2 Notes to the financial statements. 

28.22.3 Disclosures – defined benefit plans. 

28.22.3.1 Extract from FRS102: Section 28.41-28.41A. 

28.22.3.2 OmniPro comment 

28.22.3.2.1 Accounting policies. 

28.22.3.2.2 Notes to the financial statements. 

28.22.3.2.3 Extract from other comprehensive income showing actual gain/loss. 

28.22.4 Disclosures about other long-term benefits. 

28.22.4.1 Extract from FRS102: Section 28.42-28.44. 

28.22.4.2 OmniPro comment 

[/et_pb_toggle][/et_pb_column][/et_pb_row][et_pb_row][et_pb_column type=”3_4″][et_pb_text admin_label=”Main Body Text” background_layout=”light” text_orientation=”justified” use_border_color=”off” border_color_all=”off” module_alignment=”left” _builder_version=”3.0.106″]

28.7 Multi-employer plans and state plans 
28.7.1 Extract from FRS102: Section 28.11-28.12

28.11  Multi-employer plans and state plans are classified as defined contribution plans or defined benefit plans on the basis of the terms of the plan, including any constructive obligation that goes beyond the formal terms. However, if sufficient information is not available to use defined benefit accounting for a multi-employer plan that is a defined benefit plan, an entity shall account for the plan in accordance with paragraphs 28.13 and 28.13A as if it was a defined contribution plan and make the disclosures required by paragraphs 28.40 and 28.40A. An entity shall account for a state plan in the same way as for a multi-employer plan. 28.11A  Where an entity participates in a defined benefit plan, which is a multi-employer plan that in accordance with paragraph 28.11 is accounted for as if the plan were a defined contribution plan, and the entity has entered into an agreement with the multi-employer plan that determines how the entity will fund a deficit, the entity shall recognise a liability for the contributions payable that arise from the agreement (to the extent that they relate to the deficit) and the resulting expense in profit or loss in accordance with paragraphs 28.13 and 28.13A.  Insured benefits 28.12  An entity may pay insurance premiums to fund a post-employment benefit plan. The entity shall treat such a plan as a defined contribution plan unless the entity has a legal or constructive obligation either:

(a) to pay the employee benefits directly when they become due; or

(b) to pay further amounts if the insurer does not pay all future employee benefits relating to employee service in the current and prior periods.

A constructive obligation could arise indirectly through the plan, through the mechanism for setting future premiums, or through a related party relationship with the insurer. If the entity retains such a legal or constructive obligation, the entity shall treat the plan as a defined benefit plan.

28.7.2 OmniPro comment
28.7.2.1 Multi-Employer plans – defined.

Multi-employer plans other than a state plan is defined in Appendix I of FRS 102 as ‘defined contribution or defined benefit plans that:

28.7.2.2 Sate plan defined

A State plan as defined by Appendix I of FRS 102 ‘as an employee benefit plan established by legislation to cover all entities (or all other entities in a particular category, for example a specific industry) and operated by national and local government or another body (for example, an autonomous agency created specifically for this purpose (which is not subject to control or influence by the reporting entity’).

28.7.2.3 The default pension when entity’s portion of the pension assets/ liabilities cannot be determined.

Where the entity’s allocation of the pension schemes assets and liabilities cannot be determined, the entity can account for the scheme as a defined contribution scheme as per Section 28.11 of FRS 102. As a result, contributions to the scheme are expensed as incurred/earned as detailed at 28.6.2.3. . However as detailed in Section 28.11A FRS 102 where an entity has committed to funding the pension scheme deficit an accrual should be created (and an expense recognised) for the amount committed at that time.  

28.7.2.3.1 Entity’s portion of the pension assets/liabilities can subsequently be determined

Where previously an entity has treated a multi-employer pension scheme as a defined contribution scheme and subsequently enough data becomes available to allow defined benefit accounting to be performed, Section 28 does not state how these assets and liabilities should be brought on to the balance sheet. There are two ways in which this can be done:

  1. recognise an immediate charge/credit to the profit and loss for the entity’s portion of the deficit/surplus; or
  2. recognise a prior year adjustment for a change in accounting policy.

Both methods are acceptable – so the entity should make a choice

28.7.2.4 Insured benefits

As stated in Section 28.12 of FRS 102 Where under the agreement the insurers can request the employer to contribute benefits directly when they fall due or the employer is required to pay if the insurer does not pay then the pension should be accounted for as a defined benefit plan, with the insurance policies shown as a plan asset. If not they can be accounted for as a defined contribution scheme as the insurer bears the investment and actuary risk.

[/et_pb_text][/et_pb_column][et_pb_column type=”1_4″][et_pb_toggle _builder_version=”3.0.106″ title=”Practical Examples” open=”off”]

Examples

Example 1: Holiday pay accrual – carry forward of holiday leave including payment on leaving.

Example 2: Holiday pay accrual.

Example 3: Holiday pay accrual – no cash payment for untaken holidays on leaving. 

Example 4: Holiday year differs to accounting year.

Example 5: Holiday year differs to accounting year.

Example 6: Bonus payments.

Example 7: Bonus payment.

Example 8: Defined contribution scheme. 

Example 9: Defined benefit plan. 

Example 10: Calculating the net defined benefit asset/liability. 

Example 11: Calculating the net defined benefit asset/liability. 

Example 12: Non-vesting conditions. 

Example 13: Projected unit credit method. 

Example 14: Settlement.

Example 15: Curtailment.

Example 16: Plan changes. 

Example 17: Reimbursements. 

Example 18: Other long term employee benefits. 

Example 19: Termination benefits – Forced and voluntary redundancy. 

Example 20: Recognising deferred tax. 

Example 21: Extract of notes to the accounting policies for short-term and long term employee benefits. 

Example 21A: Extract of the accounting policy note for pensions which are defined contribution schemes.

Example 22: Extract from notes to the financial statements.

Example 23: Extract from the accounting policy notes and notes to the financial statements.

Example 24: Extract from the notes to the financial statements. 

Example 25: Extract of notes to the accounting policies for short-term and long term employee benefits. 

Example 26: Extract from notes to the financial statements. 

[/et_pb_toggle][/et_pb_column][/et_pb_row][/et_pb_section]