4.1.45 The new entrants and rejoiners must complete and return the Pension Choices forms to you to ensure the correct deductions are made from your payroll. The form should not be returned to the Scheme Administrator, as they will not process them (a copy of the form should be passed to The Scheme Administrator – see Table 2 below for further details).

4.1.46 The forms are colour coded to help you recognise the actions you need to take according to new entrant or rejoiner status. Table 2 tells you about the colour coding and the actions to take when you receive these forms within three months.

Table 2 – Pension Choices form returned within three months of enrolment (or date member informed of being enrolled, if later)

Pension Choices form

Actions to take

alpha full (alpha) - white

If the member ticks that they would like to remain in alpha, you will have already enrolled the new entrant into alpha so there will be no further action for you. Pass a copy of the form to the Scheme   Administrator.

If the new entrant chooses partnership within one month of enrolment (or being informed of enrolment, if later), you must:

  • tell payroll to 'unscramble' alpha   contributions if any were taken (see ‘Unscrambling’ in section 4.2 for details); and
  • send the Pension Choices form to the   Scheme Administrator to tell them of the member's choice so that they can check that Compendia has been correctly noted.

If the new entrant chooses partnership after one month of enrolment (or being informed of enrolment, if later), you must treat their choice as a request to ‘switch’ schemes (see section 5 ‘Changing pension   arrangements’ (paragraphs 5.9.1 to 5.9.2) for details of the switching process).

Further information about the action to take if a member ticks partnership is given in ‘Your responsibilities when staff join partnership’ (section   4.2).

NE1 - green

If the new entrant ticks that they want to stay in nuvos, you will have already enrolled this group into nuvos so there will be no further action for you to take. Pass a copy of the form to the Scheme Administrator.

If the new entrant chooses partnership within one month of enrolment (or being informed of enrolment, if later), you must:

      
  • tell payroll to 'unscramble' alpha contributions if any were taken (see ‘Unscrambling’ in section 4.2 for details); and
  •   
  • send the Pension Choices form to the Scheme Administrator to tell them of the member's choice so that they can check that Compendia has been correctly noted.

If the new entrant chooses partnership after one month of enrolment (or being informed of enrolment, if later), you must treat their choice as a request to ‘switch’ schemes (see section 5 ‘Changing pension arrangements’ (paragraphs 5.9.1 to 5.9.2) for details of the switching process).

Further information about the action to take if a member ticks partnership is given in ‘Your responsibilities when staff join partnership’ (section   4.2).

RJP (premium) - red

If the rejoiner ticks that they want to remain in premium, you will have already enrolled this group into premium so there is no further action for you to   take. Pass a copy of the form to the Scheme Administrator.

If the new entrant chooses partnership within one month of enrolment (or being informed of enrolment, if later), you must:

      
  • tell payroll to 'unscramble' premium contributions if any were taken (see ‘Unscrambling’ in section 4.2 for details);
  •   
  • send the Pension Choices form to the Scheme Administrator to tell them of the member's choice so that they can check that Compendia has been correctly noted.

If the new entrant chooses partnership after one month of enrolment (or being informed of enrolment, if later), you must treat their choice as a request to ‘switch’ schemes (see section 5 ‘Changing pension   arrangements’ (paragraphs 5.9.1 to 5.9.2) for details of the switching process).

Further information about the action to take if a member ticks partnership is given in ‘Your responsibilities when staff join partnership’ (section   4.2).

4.1.47 Where you have enrolled people into alpha, nuvos or premium, they may not always return their Pension Choices form. You should encourage them complete a death benefit nomination. Details can be found on the Death benefit nomination page.

Published:
23 December 2021
Last updated:
27 January 2022