RLG1023599298-001PN769299111737614A1577 Auto enrolment opt-out form60069 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your employer's name in the designated field. Ensure you use BLOCK CAPITALS for clarity.
  3. Select your title (Mr, Mrs, Miss, Ms, or Other) and fill in your forename(s) and surname.
  4. Input your date of birth using the provided format (DD/MM/YYYY).
  5. Enter your National Insurance number in the specified section.
  6. Read through the important information regarding opting out carefully before proceeding.
  7. In the declaration section, confirm your intention to opt out by checking the relevant statements.
  8. Sign and date the form at the bottom to validate your request.
  9. Once completed, download or save the form and return it to your employer as instructed.

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The opt-out period Once staff have been enrolled into the pension scheme, they have one calendar month during which they can opt out and get a full refund of any contributions. This is known as the opt-out period. It starts from whichever date is the later of: the date active membership was achieved.
All employers must provide a workplace pension scheme. This is called automatic enrolment. Your employer must automatically enrol you into a pension scheme and make contributions to your pension if all of the following apply: youre classed as a worker youre aged between 22 and State Pension age.
Auto-enrolment is a new pension savings scheme for certain employees who are not paying into a pension. They will be automatically included in the scheme but can opt out after 6 months. The introduction of the Auto-Enrolment Retirement Savings Scheme, called My Future Fund, will start from 1 January 2026.
However, it is compulsory for eligible staff to be put into a pension to begin with. Your clients must first automatically enrol staff into a scheme before they can opt out of it. Staff cannot tell your clients that they dont want to be in a pension and ask not to be automatically enrolled in the first place.

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