Pension notification letters

Summary

How to use pension notification letter and email options in Sage Payroll.

Description

Throughout automatic enrolment, employees receive different letters at different times in the process.

Get more information, and templates of these letters from the Pension Regulators website.

Resolution

Pension contact details >

Pension correspondence uses the business contact details by default.

Check these details in your payroll:

Hover your mouse over the company name in the top right of your payroll.
Select Manage Business Account.
These are the details that are being used.

To use different details in your correspondence:

Select the Pensions tab.
Select Check pension contact details
fill in the relevant details and select Save.

These details will be used on your pension correspondence going forward.

Advance notices of automatic enrolment >

One of your employer duties is to write to all employees employed by you at your duties start date.

This is to explain about automatic enrolment and what it means to them.

If you’ve already set up a pension scheme, you can write to your employees now.

This can be by letter or email.

NOTE: The following option will not be available if you started payroll mid-year or used an FPS import to load your employee data. You need to get your auto-enrolment letter template from the Pension Regulators website. Select Letter Templates (opens in new tab).

You can print or email advance notices in Payroll:

Select the Pensions tab.
Select Communicate Auto Enrolment changes to your employees.
Select if you would like to print or email the letters.

Opt in notices >

Non-eligible jobholders can opt-in to a qualifying pension scheme. If an employee chooses to opt in, you need to confirm the opt-in is complete via a letter or email.

Templates are available from The Pension Regulator website. Letter Templates (opens in new tab).

Postponement notices >

You can choose to postpone your entire payroll.

In this case, write to tell the employees whose automatic enrolment you’re postponing. Do this within six weeks of the date you postpone.