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.
- 1 page / 140 words.
- Last updated 07/04/2023.
- 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 auto enrolment opt-out form
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
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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.
It is usually delivered to the Employer / HR by the Employee.
It should be actioned upon auto-enroling the employee, to give them a quick way to opt-out, if required.
Compliance
Compliance
This Pension auto enrolment opt-out form 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 auto enrolment opt-out form:
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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.
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Employers must provide employees with a clear and concise opt-out notice, including information about the pension scheme and the opt-out process.
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Employers must ensure that the opt-out form is easily accessible and that employees have sufficient time to complete and return it.
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Employers must process opt-out requests promptly and stop making contributions to the pension scheme on behalf of employees who have opted out.
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Employers must keep accurate records of all opt-out requests and ensure that they are retained in accordance with legal requirements.
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Employers must not take any action to encourage or pressure employees to opt out of the pension scheme.
Flowchart
Flowchart
Check which resources should be implemeted before and/or after the Pension auto enrolment opt-out form template, to understand the workflow.
Pension enrolment letter
Our Pension Enrolment Letter template formally notifies employees about their enrolment in the pension scheme, outlining benefits and providing essential information.
Frequently Asked Questions
Frequently Asked Questions
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Can I use this template in my small business?
Yes. The Pension auto enrolment opt-out form 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.
