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Pension enrolment letter template

£ 15

Our Pension Enrolment Letter template formally notifies employees about their enrolment in the pension scheme, outlining benefits and providing essential information.

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How long to understand and prepare this letter?
5 mins
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pension enrolment letter template

What is a Pension enrolment letter?

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.

Best practice timescale for this to be issued
When should this letter be issued?
No later than the day that the employee is enroled in the scheme
Issued by who, to whom
Who should issue this letter, and to whom?
The Employer (you) to the Employee
Applicable legal jurisdiction
In which jurisdiction can this letter be used?
Great Britain & NI (United Kingdom)

Here are some UK employment legislation considerations to keep in mind when implementing a pension enrolment letter:

  • 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.

  • Employers must ensure that their pension scheme meets certain criteria, such as minimum contribution levels, governance requirements, and transparency and disclosure obligations.

  • 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.

  • 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.

  • Employers must keep accurate records of all pension contributions made by both the worker and the employer.

  • 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.

  • 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.

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Pension enrolment [Delete this line]

[Company 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 on your behalf as well.

Your contributions will be deducted from your salary each pay period and invested in the pension scheme, along with our employer contributions. You will have the option to increase your contributions if you wish to save more for your retirement.

We have partnered with [Pension Provider Name] to offer you a secure online account, where you can view your pension contributions, monitor your investment performance, and manage your account. The pension provider also offers educational materials, retirement planning calculators, and investment advice to help you make informed decisions about your pension savings.

As an auto-enrolled employee, you have the right to opt-out of the pension scheme if you wish. However, we encourage you to consider the benefits of participating in the scheme and making regular contributions towards your retirement savings.

If you have any questions about your enrolment in the pension scheme or need assistance accessing your account, please contact [HR or Benefits Department Contact Information]. We are committed to providing you with the support and guidance you need to make the most of your benefits.

Thank you for your continued dedication to our company, and we look forward to supporting your financial well-being for years to come.

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Yours [faithfully | sincerely],

 

 

[Sender name]

[Sender job title]

[Sender telephone]
[Sender email]

What communication / process sequence is this part of?

Previous step
Policies
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.

This step
Pension enrolment letter template
Next step
Forms
Pension auto enrolment opt-out form template

Our Pension Auto Enrolment Opt-Out Form template provides employees the option to opt out of automatic pension enrolment, ensuring clear communication and choice.

Why buy our Pension enrolment letter template?

  • It's easily editable and implementable, saving you time and money
  • It's designed by CIPD accedited Chartered HR practitioners with operational experience in this area
  • You will maintain compliance with ACAS guidelines, legislation, and industry best practices
What other advantages does buying from hrdocbox.co.uk offer?
  • Email notifications for any updates made to this template or its accompanying materials
  • 12 months of unrestricted access without any additional costs (any update in that period is free to you)
  • A 25% discount on all library, toolkit, and template purchases/renewals

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