Pension enrolment letter template
Our Pension Enrolment Letter template formally notifies employees about their enrolment in the pension scheme, outlining benefits and providing essential information.
- 2 pages / 290 words.
- Last updated 16/09/2025.
- Designed for United Kingdom use.
- Suitable for use in other territories; check local laws first.
- Instantly download as Word / PDF / plain text, or send by email.
- Includes 12 months’ access, with all updates to this page provided free of charge and notified to you.
Pension enrolment letter
[Sender name]
[Sender address]
[date]
[Recipient name]
[Recipient address]
Dear [Recipient first name],
Pension scheme enrolment
We are writing to inform you that you have been enrolled in our company's pension scheme, effective [Enrolment Date]. As part of our commitment to supporting your long-term financial security and helping you plan for a comfortable retirement, we have implemented the UK government's Auto Enrolment legislation.
Under this legislation, eligible employees are automatically enrolled in our pension scheme and are required to make contributions towards their retirement savings. Our pension scheme meets the minimum contribution rates specified by the government, and we will be making contributions
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An Employee Pension Enrolment Letter is a written communication from an employer to an employee informing them that they have been enrolled in the employer's pension plan.
Employers may offer pension plans as part of their employee benefits package to help employees save for retirement. When an employee becomes eligible to participate in the plan, the employer is required to enroll them in the plan and provide them with information about the plan's features, benefits, and costs.
An Employee Pension Enrolment Letter typically includes details about the employee's eligibility for the plan, the plan's contribution rates, investment options, and other key features. The letter may also include instructions for the employee to access their account and manage their contributions.
It's important for employers to communicate clearly and promptly with employees about their enrolment in a pension plan and to provide education and resources to help employees understand the importance of saving for retirement. Employers may also want to provide ongoing support and guidance to help employees maximise their pension benefits and achieve their retirement goals.
It is usually delivered to the Employee by the Employer / HR.
It should be actioned no later than the day that the employee is enroled in the scheme.
Compliance
Compliance
This Pension enrolment letter template incorporates relevant UK laws and HR standards, including those listed below:
Here are some UK employment legislation considerations to keep in mind when implementing a pension enrolment letter:
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Under the Pensions Act 2008, employers are required to automatically enrol eligible workers into a qualifying workplace pension scheme and make contributions on their behalf.
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Employers must ensure that their pension scheme meets certain criteria, such as minimum contribution levels, governance requirements, and transparency and disclosure obligations.
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Employers must provide eligible workers with a written notice of their automatic enrolment into the pension scheme. This notice should include information about the scheme, the worker's right to opt out, and the contribution levels.
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Employers must provide the worker with a joining pack that includes details about the pension scheme, the worker's contributions, and the employer's contributions.
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Employers must keep accurate records of all pension contributions made by both the worker and the employer.
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Employers must inform the pension provider of any changes to the worker's employment status that may affect their eligibility for the scheme, such as changes to their hours or earnings.
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Employers must monitor their pension scheme to ensure that it remains compliant with legal requirements and that it continues to provide value for money to the workers enrolled in it.
Flowchart
Flowchart
Check which resources should be implemeted before and/or after the Pension enrolment letter template, to understand the workflow.
Pension auto enrolment policy
Our pension auto enrolment policy template guides the seamless inclusion of employees into the pension scheme, ensuring compliance and financial security.
Pension auto enrolment opt-out form
Our Pension Auto Enrolment Opt-Out Form template provides employees the option to opt out of automatic pension enrolment, ensuring clear communication and choice.
Frequently Asked Questions
Frequently Asked Questions
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Can I use this template in my small business?
Yes. The Pension enrolment letter template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.
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Is this template compliant with 2025 UK employment law?
Absolutely. All of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
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Can I customise it for my organisation?
Yes, we highlight the areas that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.
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Do I get instant access?
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.
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What if I need more help, not just this template?
If you're looking for broader support, we also offer toolkits and library bundles that include this template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
