Completing your yearly review task
It's important that you keep the data we hold about your employees up to date to ensure we send them their yearly pension statements with accurate figures. Here, you can learn how to do this.
Key information
- This page will take you through the yearly review requirements to fulfil your employer duties and ensure we issue your employees' yearly statements with accurate figures.
- We'll guide you through the steps required to review your employees' pension plan details including salaries, contribution rates, plan status and contact details are correct.
Keeping us up to date
When it's time for your yearly review, we'll ask you to keep us updated on any changes to your employees' details. You might find that you have no changes to make, but to ensure employee yearly statements contain accurate figures, we'll need to know about:
- changes to your employee's salary
- their contribution rate and plan status
- changes to your employee's contact details
- confirmation if there are no changes to be made.
You can also use this time to update both workplace and personal email addresses, ensuring your employees receive timely and relevant information about their pensions.
Making updates, or confirming that none are required, can all be done via your auto enrolment dashboard.
It's important to note that if this process is not completed in a timely manner, you may be at risk of your employees' yearly statements being issued with out of date information.
Reviewing your employees' pension plan details
We have put together a handy step-by-step guide to walk you through the process. Choose the option that it's best describing your scenario.
More resources to help you manage your scheme