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Edit Auto Enrolment Pension Scheme
Works No.
0001
Employee Name
Redford, Robert
NINo
NR123456A
A. Auto Enrolment (AE) START Date
As per the AE Staging Date 01/05/2018
As per the Company Deferment Policy
As per the Individual Employee Deferment Policy
(DD/MM/YYYY)
B. Employee AE Pension Details
Scheme Name / Group Name
NEST - Standard
NEST - Fixed
NEST - High rate
GenLife - Standard
Employee Pension Ref.
Other Ref.
Payment Source / Account
Please Select
Bank001
Bank002
I wish to adopt Salary Sacrifice for this employee's AE pension
Yes
No
Earnings Basis for Employee Contribution
Full Pensionable Earnings
Qualifying Earnings
Custom
Employee Contribution
£ Fixed Amount
% of Earning Basis
Earnings Basis for Employer Contribution
Full Pensionable Earnings
Qualifying Earnings
Custom
Employer Contribution
£ Fixed Amount
% of Earning Basis
C. AE Refund Opt-out Request
Refund Opt Out Start Date
28/09/2018
Refund Opt Out End Date
27/10/2018
Pension Provider's Opt Out Reference
Other Reference
Do you want to extend the Refund Opt Out End Date to 08/11/2018?
No
Yes
Refund Opt-out Accepted Date
(DD/MM/YYYY)
D. AE Opt-In Request
Opt-In Request Date
(DD/MM/YYYY)
Effective Opt-In Date
(DD/MM/YYYY)
E. AE Cease Membership Request
Cease Membership Request Date
(DD/MM/YYYY)
Effective Cease Membership Date
(DD/MM/YYYY)