Pensions Notification Letters

The employee notification letters inform employees of their classification, action taken by the assessment process, and any action available to them such as opting in or out.

The Run Pensions Automatic Enrolment Reports process produces these types of employee notification letters for distribution to employees:

• Enrolled

• Postponement

• Not Enrolled

View Notification Letters

To view or print the employee notification letters after the process has completed:

1. Use the Run Pensions Automatic Enrolment Report task.

2. On the Statutory Reports page, select the Processes and Reports tab and then click the icon in the View Results column.

3. On the View Results window, click the notification letter report you want to view or print.

Note: If you have set the Online delivery preference, then the letter content isn't visible within these files, but visible in the employee's document records.

Modify Notification Letters

The Pensions Automatic Enrolment process outcome determines whether an employee must be sent a letter and the type of notification letter based on the assessment outcome. The notification letters are delivered as templates that are prescribed by the Pensions Regulator. You can modify the notification letters, as required. You can do this in the Business Intelligence Publisher.

Set Delivery Preferences for Notification Letters

To support delivery preferences, a document type ORA_HRX_GB_PAE_LETTERS is provided for the pension letter templates. You set these preferences using the Document Types task. The default delivery preference is set to Paper. However, you can change this to Online to enable employees to view their notification letters using the Employee Self-Service.

Email Notifications

If you have enabled email notifications, in addition to the existing output, the process also sends emails to all the employees with valid email addresses.