11 February 2014 by Crystal HR & Payroll Ltd
Under automatic enrolment you’re required by law to provide written information to your employees, at the right time, regardless of which category they fall into.
Requirements
Eligible jobholders
Eligible jobholders being automatically enrolled must be provided with information about their automatic enrolment, what it means for them and their right to opt out. Eligible jobholders already members of a qualifying pension scheme must be provided with information about the scheme.
Non-eligible jobholders
Non-eligible jobholders must be provided with information telling them about their right to opt in to an automatic enrolment scheme. Jobholders being enrolled after opting in must be provided with information about enrolment, what it means for them, and about their right to opt out.
Non-eligible jobholders already members of a qualifying pension scheme with their employer must be provided with information about their active membership.
Entitled workers
Entitled workers must be provided with information about their right to join a pension scheme.
Using letter templates and mail merge
TPR have letter templates that you can use to communicate to your employees, which you can access here. We recommend that you use these to create your own company template.
Once you’ve created the templates, you can use the Mail Merge option in Sage 50 Payroll to automatically add your employee names and addresses to the letters
Other Articles
Helping you with Automatic Enrolment (Workplace Pensions)
Preparing for Automatic Enrolment – Workplace Pensions
