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Just to let you know... If you are an existing user before 18th September, you may notice the model documents have changed. This is to coincide with our website relaunch: we wanted to refresh the content too. Don't worry, these are not legally required changes so you can continue to use the previous version you have saved or downloaded. (We have kept the previous date as well to make it easy to reference.)

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Model documents and policies

Downloadable and customisable documents relating to pensions. Additional templates and information can be found on the Pensions Regulator website. 

For more information see the employment law pages.

Form

Letter

Letter for a non-eligible jobholder

Letter for a non-eligible jobholder

Letter for a non-eligible jobholder
Last Modified

Use this letter to write to a non-eligible jobholder about workplace pensions. Jobholders working in the UK, earning above £10,000 and are either younger than 22 or older than state pension age are 'non-eligible' for automatic enrolment. This letter states that whilst they have the right to join the workplace pension scheme if they want to they will not be automatically enrolled onto the scheme.This template was provided by The Pensions Regulator.

Letter for an eligible jobholder

Letter for an eligible jobholder

Letter for an eligible jobholder
Last Modified

Use this letter to write to eligible jobholders about the workplace pension scheme. Jobholders working in the UK, earning above £10,000 and are aged between 22 and the state pension age are 'eligible' for automatic enrollment. This letter states that they will be automatically enrolled onto the workplace pension scheme unless they choose to opt out.This template was provided by The Pensions Regulator.

Letter for an entitled worker

Letter for an entitled worker

Letter for an entitled worker
Last Modified

Use this letter to write to an ‘entitled worker’ about workplace pensions. ‘Entitled workers’ are working in the UK and earn less than £5,772 a year. This letter states that whilst they have the right to join the workplace pension scheme, they will not be automatically enrolled onto the scheme.This template was provided by The Pensions Regulator.

Letter for employees who are being automatically enrolled

Letter for employees who are being automatically enrolled

Letter for employees who are being automatically enrolled
Last Modified

The purpose of this letter is to inform employees about the pension plan you have chosen and how automatic enrolment applies to them. When using this template you must include the ‘insert to accompany letter template for those automatically enrolled’ information included in the template. This template was provided by The Pensions Regulator.

Letter for employees who are not being automatically enrolled

Letter for employees who are not being automatically enrolled

Letter for employees who are not being automatically enrolled
Last Modified

The purpose of this letter is to inform employees who are not eligible for automatic enrolment that they have not been automatically enrolled but that they can still join the workplace pension scheme if they choose to do so. The letter gives guidance on how to do this. This template was provided by The Pensions Regulator.

Letter to employees who are pension scheme members confirming changes to the scheme

Letter to employees who are pension scheme members confirming changes to the scheme

Letter to employees who are pension scheme members confirming changes to the scheme
Last Modified
Previously modified

This letter should be sent to employees who are currently members of a company pension scheme to inform them of changes being made to the pension scheme to ensure that it meets the standards required for auto-enrolment of employees into workplace pension schemes under the Pensions Act 2008. The letter details the changes being made and outlines when the changes will take effect.

Postponement letter for all employees

Postponement letter for all employees

Postponement letter for all employees
Last Modified

The purpose of this letter is to inform employees who meet the criteria for automatic enrolment that they will be enrolled into the workplace pension scheme on the date specified in the letter. This template was provided by The Pensions Regulator.

Template

Stakeholder pension announcement

Stakeholder pension announcement

Stakeholder pension announcement
Last Modified
Previously modified
The purpose of this document is for the organisation to announce that it has established a stakeholder pension. It sets out instructions for applying - using direct debit or salary deduction methods for payment.

Contract clauses

Contract clause for auto-enrolment in either company pensions scheme or NEST

Contract clause for auto-enrolment in either company pensions scheme or NEST

Contract clause for auto-enrolment in either company pensions scheme or NEST
Last Modified
Previously modified
This contract clause should be used to inform employees that they will be automatically enrolled in either a company pension scheme or National Employment Savings Trust (NEST) in accordance with the company’s obligations under the Pensions Act 2008. The clause also has the option to outline whether a contracting out certificate is or is not in force.