Skip to main content

Your browser is out of date, and unable to use many of the features of this website

Please upgrade your browser.


This website requires cookies. Your browser currently has cookies disabled.

Communicate to members

Information to provide to pension scheme members including communications about retirement options, scams warnings and responding to requests from members.

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.

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.

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.

Detailed guidance: DC communications

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.

Trustee Toolkit