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Pension auto enrolment opt-out form template

Reading time 2 minutes (inc. support info). Reviewed 07/04/2023.
£ 15

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

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What is a Pension auto enrolment opt-out form?

A pension auto enrolment opt-out form is a document that allows an employee to officially request to opt out of their employer's workplace pension scheme. Under the UK's auto enrolment legislation, employers are required to automatically enrol eligible workers into a qualifying pension scheme and make contributions on their behalf. However, employees have the right to opt out of the scheme if they choose to do so.

The opt-out form typically includes the employee's name, employee number, and date of birth, as well as a statement confirming that the employee wishes to opt out of the pension scheme. It may also include information about the deadline for opting out and any refunds that may be available if the employee opts out within a certain timeframe.

Once an employee has completed and signed the opt-out form, they should return it to their employer within the specified timeframe. The employer will then process the opt-out request and stop making contributions to the pension scheme on behalf of the employee.

Pension auto enrolment opt-out form template
pension auto enrolment opt-out form template

What legal and best practice aspects should employers be aware of?

Here are some UK employment legislation considerations to keep in mind when implementing a pension auto enrolment opt-out form:

  • Under the Pensions Act 2008, employees have the right to opt out of their employer's workplace pension scheme within one month of being automatically enrolled.

  • Employers must provide employees with a clear and concise opt-out notice, including information about the pension scheme and the opt-out process.

  • Employers must ensure that the opt-out form is easily accessible and that employees have sufficient time to complete and return it.

  • Employers must process opt-out requests promptly and stop making contributions to the pension scheme on behalf of employees who have opted out.

  • Employers must keep accurate records of all opt-out requests and ensure that they are retained in accordance with legal requirements.

  • Employers must not take any action to encourage or pressure employees to opt out of the pension scheme.

Pension auto enrolment opt-out


Employee Name: ____________________________

Employee Number: ____________________________

Date of Birth: ______________________________

I hereby confirm that I wish to opt-out of the pension scheme that I have been automatically enrolled into by [Your Company Name]. I understand that if I opt-out, I will not be eligible for employer contributions and tax relief.

I also understand that if I decide to opt-out within one month of receiving the enrolment notice, I will receive a refund of any contributions that have been made on my behalf. If I opt-out after this one-month period has elapsed, I understand that my contributions will be invested in the scheme and will be available to me when I retire.

I confirm that I have read and understood the information provided by [Your Company Name] regarding the pension scheme and my right to opt-out.

Employee Signature: ___________________________

Date: ___________________________

Version: [1.0]

Issue date: [date]

Direction

The Pension auto enrolment opt-out form template is issued by an employee
Employee
Issue path
The Pension auto enrolment opt-out form template is issued to an employer
Employer

Timing

Upon auto-enroling the employee, to give them a quick way to opt-out, if required.

Sequence

Previous step
Letters
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.

This step
Pension auto enrolment opt-out form template

Related articles

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