PART 7Automatic enrolment following the transitional period for defined benefit and hybrid schemes

Information27

1

This regulation applies in relation to a jobholder affected by the transitional period for defined benefit and hybrid schemes under section 30 (transitional period for defined benefits and hybrid schemes) of the Act.

2

At any time before the end of a period of two months beginning with the employer’s first enrolment date, the jobholder’s employer must give the jobholder the information specified in paragraph (3).

3

The jobholder’s employer must give the jobholder the following information in writing—

a

the name, address, telephone number and electronic contact details of the scheme in respect of which the jobholder will become an active member;

b

the jobholder’s automatic enrolment date;

c

a statement that the jobholder may, by notice, require the employer to make arrangements for the jobholder to join the scheme;

d

a statement that the opt in notice must be in writing and be signed by the jobholder or, where the notice is in an electronic format, include a statement confirming that the jobholder personally submitted the notice;

e

a statement that the opt in notice must be given to the employer;

f

the value of any contributions payable to the scheme by the employer and the jobholder in any applicable pay reference period; and

g

a statement giving details of where to obtain further information about pensions and saving for retirement.

4

For the purposes of this regulation—

  • “employer’s first enrolment date” has the meaning given in section 30(9) of the Act;

  • “the value” of contributions may be expressed as a fixed amount or a percentage of any qualifying earnings or pensionable pay due to the jobholder in any applicable pay reference period.