Information to provide to pension scheme members including communications about retirement options, scams warnings and responding to requests from members.
Regularly remind all scheme members about the risk of pension scams including via annual benefit statements, transfer requests and the scheme website.
You must make certain information available to members, prospective members and other people entitled to benefits under your defined benefit pension scheme.
Prepare for and deal with an employer event that could cause defined benefit scheme members to worry about their pension benefits.
Provide scheme members with clear and accurate information about whether they qualify for tax relief on their contributions and if they have to do anything to claim it.
Understanding DC scheme members’ views and needs, communicating about retirement options and duties to prepare a chair’s statement and report information to us.
Free online learning on member communications and reporting duties. You must log in or sign up to use the Trustee Toolkit.
