What you need to do
If you would like to know more about giving your employees a combined pension forecast fill out our online form, or call us on 0870 010 1684 from 9am to 5pm, Monday to Friday. You will be assigned a Customer Account Manager who will provide information about the service and answer any questions you may have.
Do I have to ask my employees?
Once you have received the information on the service, decided to go ahead and registered with your Customer Account Manager, you should inform your employees of your participation in the scheme and allow them the opportunity to opt-out of the service. Keep a record of who has chosen to receive a combined pension forecast and who has chosen to opt out.
What happens then?
Once you know which members of staff want a combined pension forecast, you send their personal details to us. Using the National Insurance record of each of your employees, we will work out the State Pension earned so far and the projected State Pension at State Pension age and send this information to you. You can then send out your pension statements as normal, but with the extra State Pension information included in the statement.
Find out more about combined pension forecasting by reading the case studies on this site.
What if my employees have questions?
Your employee's questions about their State Pension entitlement can be handled by our contact centre. Your Customer Account Manager can give you the details.