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Your pension duties toolkit

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You have legal duties to provide your eligible employees with a pension scheme, keep them informed about their rights, and re-enrol staff who've opted out of your pension scheme every three years.

As part of this, you need to contribute to your workers' pots, monitor the age and earnings of your employees, and manage opt outs.

It can seem like a lot, but we're here to help.

There are two key points at which you're legally required to send personalised information to your eligible employees - before they join your scheme and at re-enrolment. Use the following guides to work out what you need to send and when, and then download our editable letter templates to send to your staff.

You’re setting up a pension for the first time

Use this document if you’re setting up your scheme for the first time and want to work out what notices to send your staff.

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Telling your staff about their pension scheme

Download guide (PDF)

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Telling your staff about their pension scheme (text only)

Download text only guide (PDF)

You’ve already set up a new scheme and need to enrol new workers

Use this document if your Nest scheme is up and running and you’d like to enrol new workers.

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Telling your staff about their pension scheme

Download guide (PDF)

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Telling your staff about their pension scheme (text only)

Download text only guide (PDF)

You’ve reached your re-enrolment date

Use this document if you’re approaching your three year re-enrolment date to figure out what you need to send to eligible employees.

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Telling your staff about re-enrolment

Download guide (PDF)

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Telling your staff about re-enrolment (text only)

Download text only guide (PDF)

© Nest Corporation 2021. All rights reserved. The communications available on this webpage are only to be used by participating employers of Nest. It is the responsibility of the user to ensure that the correct communication is issued in the circumstances. The user should ensure that it is in receipt of the current version of the communication before issuing it by regularly checking this webpage for updated versions. If you are in any doubt about how pensions legislation applies to you we recommend that you seek specialist legal advice. We don’t make any representation or warranty, express or implied, that the communications available on this webpage are accurate, complete or error free. We don’t accept responsibility for any loss caused as a result of reliance on the communications contained on this webpage, which are intended to be for guidance only, nor do we accept responsibility for loss caused due to any inaccuracy, incompleteness or error.