The Occupational and Personal Pension Schemes (Automatic Enrolment) Regulations (Northern Ireland) 2010

Information

27.—(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).

(2) At any time before the end of a period of 2 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);

“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.