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General principles for member communications

Important

Early draft of the code of practice

This code is not in force yet. It is an early version for the new code of practice consultation.

To give us feedback on issues such as the design, usability and navigation of this code, email us at webfeedback@tpr.gov.uk.

You can also read more information about the consultation.

Published: 17 March 2021

This module covers the main principles we expect governing bodies to comply with when meeting their legal obligations to communicate with members.

The law details when governing bodies must communicate with their members, the information they must provide and the timescales for providing the information.

For example, governing bodies must provide basic scheme information to members who do not already have it and to prospective members where practicable. Anyone else with an interest in the scheme should be given the information on request. Basic scheme information should include how contributions are determined and the terms and conditions of scheme membership.

Where the member is being automatically enrolled, this information must be provided within one month of the governing body receiving information about the jobholder. Otherwise, governing bodies have up to two months to provide the required information to a new member (from date of joining) or an existing member (from date of request).GE1

Other information governing bodies are required to provide to members can be found in the following modules:

When preparing communications to members the governing body should:

  • ensure that all communications sent to members are accurate, clear, concise, relevant and in plain English
  • regularly review member communications, taking account of member feedback
  • when deciding on the format of communications and information to be published, consider any technology that may be available to them and appropriate for their members
  • consider using various communication methods; including accessible online content, audio, Braille, large font, and languages other than English
  • regularly inform members of the impact their contributions will have on their overall benefits
  • provide any additional information or explanation that members may need to help them make informed decisions about their benefits

Legal references

GE1Regulation 6 of The Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013
[Regulation 6 of The Occupational and Personal Pension Schemes (Disclosure of Information) Regulations (Northern Ireland) 2014]