Communicate to members
Information to provide to pension scheme members including communications about retirement options, scams warnings and responding to requests from members.
Warn members about pension scams
Regularly remind all scheme members about the risk of pension scams including via annual benefit statements, transfer requests and the scheme website.
Providing information to DB scheme members
You must make certain information available to members, prospective members and other people entitled to benefits under your defined benefit pension scheme.
Employer events that could cause concern to DB scheme members
Prepare for and deal with an employer event that could cause defined benefit scheme members to worry about their pension benefits.
Tax relief communications to DC pension members
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.
Detailed guidance
Understanding DC scheme members’ views and needs, communicating about retirement options and duties to prepare a chair’s statement and report information to us.
Trustee Toolkit online learning
Free online learning on member communications and reporting duties. You must log in or sign up to use the Trustee Toolkit.