Letter to a staff member who has opted in to a workplace pension
- Keep good records
- Customisable to your business
- Provide all relevant information to your staff
This letter can be sent to members of your staff who are not eligible for automatic enrolment into your workplace pension scheme, but who opted in to the pension scheme by notifying you.
You must send this letter to a staff member who has opted in to your workplace pension scheme within six weeks of their enrolment.
This template letter gives your staff member details about the pension scheme including what contributions they will make and what you will contribute to their pension. It also explains their rights to opt out if they wish (and opt back in again), what this means and how to go about it.
Q&A
When should I use this document?
You should send this template letter to a staff member who opted into your workplace pension scheme within six weeks of their enrolment in the scheme.
This letter is appropriate for staff who were not eligible for automatic enrolment in your workplace pension scheme but notified you that they wished to opt in.
What does this document cover?
This template letter tells your staff member they have been enrolled in your workplace pension scheme. It explains why the staff member was not eligible for automatic enrolment, sets out the percentage contribution your staff member will make each pay period, and advises the percentage of their pay you will contribute on their behalf each pay period.
The letter also contains information about how your staff member can opt out and opt back in to the scheme in future.
Why do I need this document?
This template letter to your staff member explains their enrolment in your workplace pension scheme and provides your staff member with all the relevant information they need to know about the scheme.
It also explains how your staff member can opt in or out of the scheme in future.
By using this letter, you make sure that you tell your staff member all the necessary information about your workplace pension scheme, and that you are keeping good records.
Where can I find out more?
You can find out more about enrolling staff in your workplace pension scheme at Enrolling staff into a pension scheme.
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