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How do I manually de-enrol a member?

How to remove a member from the pension scheme using the Employer Portal.

Updated today

When you might need to do this:

  • The member has left employment and needs to be removed from the scheme

  • The member has ceased membership and their enrolment status needs updating

What to do

  1. On the Employer Portal, navigate to Search Members and find the member

  2. Scroll to the Enrolment Status section

  3. Select Opt Out / De-enrol Member

  4. Set the status to Inactive

  5. Confirm the Enrolment End Date

  6. Set the End Reason to Ceased Membership

Once complete, the member will no longer be active in the scheme and no further contributions will be expected for them.

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