UNDERSTANDING AUTOMATIC ENROLMENT
We know that automatic enrolment can be complex, so we aim to help make it as straight forward as possible. We can provide you with support in communicating to your employees. That way you can be sure they know what to expect and how automatic enrolment can help them save for the future.
Access to mandatory communications templates
We have templates of the letters you need to issue to your employees as part of your employer duties. Written in clear language these templates also provide employees with additional information about what automatic enrolment means for them.
Postponement notice (PDF, 352KB) - Postponement allows employers to delay assessment and enrolment of jobholders for up to three months. This notice is for any worker, irrespective of worker category, informing them that automatic enrolment has been postponed.
Assessment letter (PDF, 766KB) - Sample enrolment letter for employees aged between 22 and state pension age and earning above £10,000pa who will be enrolled automatically.
Assessment letter (PDF, 214KB) - Sample letter for employees aged between 16-74, earning below £6,240pa, who do not need to be automatically enrolled but have the right to join a scheme. The employer is not obliged to make contributions.
Assessment letter (PDF, 337KB) - Sample letter for employees who are not eligible to be automatically enrolled but have the right to opt in and if they do the employer must contribute. This includes:
- Those aged 16-21 earning above £10,000pa.
- Those aged between state pension age and 74, earning above £10,000pa.
- Those aged between 16-74 earning above £6,240pa, up to and including £10,000pa.
Assessment letter (PDF, 175KB) - Sample letter for employees aged between 22 and state pension age, earning over £10,000pa who will be enrolled automatically but contributions will be made using salary exchange.
For details on your automatic enrolment duties, visit www.thepensionsregulator.gov.uk
For employer use only.