Template (Pension transition announcement)
Warm up your employees to their new pension with an announcement.
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Template (Employee salary exchange notice)
Inform your employees about the salary exchange arrangement and how it works.
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Guide (Salary exchange employee guide)
Inform your employees on the benefits of the arrangement and encourage uptake. Next review: 1 May 2026
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Template (Salary exchange opt-out form)
Distribute this form to those employees who wish to opt-out of the salary exchange arrangement.
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FAQ sheet (Salary exchange FAQs for employees)
Common questions on salary exchange are available for your employees. Next review: 1 May 2026
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Infographic (Your workplace pension action plan)
Discover the key actions that will lead you to workplace pension success. Unsure what to do? Use this as your go-to guide.
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Guide (Salary exchange in action - compare payslips)
See the impact of salary exchange on pay—check out example employee payslips with different contribution methods and levels.
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Template (Current provider stop contribution notice)
Inform your provider to stop contributions.
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Guide (Salary exchange technical guide for employers)
Practical issues to be aware of when introducing salary exchange. (examples not appropriate for Scottish tax payers). Next review: 1 May 2026
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Guide (Salary exchange guide for employers)
This guide gives you all the information you need about salary exchange. Next review: 1 May 2026
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FAQ sheet (Salary exchange FAQs for employers)
Common questions answered on how salary exchange works for employers
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Regulatory essentials: FAQs for employers
Access to common questions answered about regulatory requirements for employers.
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