How can I Opt Out from a pension scheme?

Eligible jobholders who have been automatically enrolled into a qualifying pension scheme and non-eligible jobholders who have opted in, have the right to opt out within 1 month of the being enrolled into the pension scheme

Please follow the steps below to opt out of a pension scheme.

Step 1:Go to the Employee Menu in the tasking Zone and Select the Submenu" View/Edit Employee details".

Step 2:Click on the View/Edit link for the respective employee.

Step 3:Click on the View/Edit button under “AE Pension”.

Step 4:Now click on the Edit link under “Action”.

Step 5:Further go to the option C “AE Refund opt out Request”, where you can give the opt Out date here.

Road Map :

Employee ->View/Edit Employee details -> View/Edit link -> View/Edit button under AE Pension ->Edit link under Action -> Option C “AE Refund opt out Request”.

( 'Employee' is the button positioned in the tasking zone menu at the top. It is the second button from the left)



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Auto Enrolment (AE) Pension Setup