Employee Requests
Handling opt-outs, contribution changes, and leavers.
8 articles
What are employee requests?Types of requests and what to do
How do I process an opt-out?What to do when an employee opts out
What about leavers?When an employee leaves your company
How do I manually de-enrol a member?How to remove a member from the pension scheme using the Employer Portal.
Do I still need to enrol someone who wants to opt-out?
What happens when an employee leaves?How to stop contributions, update the portal, and what happens to their pot.
When will I receive the opt-out refund?Who processes the refund, how long it takes, and what happens after the window closes.
What is the difference between opting out and ceasing contributions?Opt-out (within 30 days, refund) vs ceasing (after 30 days, no refund).