Telephone Enrolment System
The Pensions Operations Team are available to process any new member information via the telephone.
Please telephone the Pensions Operations Team on 0113 394 2894 with the following new member details:
| Employee's full name |
Marital status |
Annual pensionable salary |
| Date of Birth |
Date joined employment |
Address |
| National Insurance number |
Date wishing to join the Scheme |
Telephone number |
Part Time Workers:
Part Time Hours &
Full Time Equivalent |
OR |
Full Time Workers:
Full Time Hours |
| Benefit structure that the employee is to join |
| Contribution rates for employer and member |
Following your call the Pensions Operations Team will issue a 'confirmation of details' letter to you. This will show details of the information provided by telephone which must be checked, agreed and signed by both the applicant and the employer.
The 'confirmation of details' letter should then be returned to The Pensions Trust within two weeks of the issue date in order to complete the enrolment process. The Pensions Operations Team will then finalise the enrolment. A Welcome Pack will be sent to the new member. You will receive a letter confirming the enrolment and contribution rate, at which point you may start deducting contributions.
Termination of the Enrolment Process
If you do not return the signed 'confirmation of details' letter to us within two weeks from the issue date, it will be assumed that the applicant no longer wishes to join. If any contributions have already been paid over to The Pensions Trust these will be credited to you to be offset against future contribution remittances.
Late Entrants - restrictions on joining
If an employee asks to join the Scheme more than one year after first becoming eligible to join, they must have completed three months' service without absence, due to illness or injury, immediately prior to the date on which they wish to join the Scheme.
This restriction aims to protect the scheme from 'adverse selection' - employees deciding to join only after they find out they have a medical condition that could lead to a claim for early retirement on grounds of ill health (which can be a very expensive benefit) or death in service benefits.