Set Up Pension Letters Notification Information

The Pensions Automatic Enrolment process produces a set of notification letters for distribution to employees. The letters inform employees of their classification.

1. Go to Legal Structures > Legal Entity Calculation Cards task.
2. Click Create.
3. Select Pensions Automatic Enrolment Additional Scheme Information.
4. In the component details, provide the required values for name, contact details of the pension provider, and the relevant schemes.
   Note: The values you enter here are merged with your employee letters for communication with your employees. The Payee for Pension Contributions is defaulted to the employee’s calculation card for payment processing.
5. Click Save.

Any action taken by the assessment process, and any action available to them, such as opting in or out are also included. You can define the required information for pension notification letters at either the PSU level or TRU level.