OpenEnrol: Which Letter is Generated and When?

Letter Name

Produced When?

L1

Issued when Auto Enrolment Date is assigned

L1R

Issued when Re-enrolment Date is assigned
Please Note: The letter when issued will inform the employee about being enrolled into a pension scheme, not re-enrolled. This is in keeping with the Pension Regulators guidelines.

L1T

Issued at Staging to employees with the Transitional Indicator set

L1P

Issued after Staging Date, each time a Deferral Date is assigned and the employee is an eligible jobholder

L1Opt

Issued when an Opt-In Date is entered for an employee, regardless of their Worker Status

L2 & L3

Sent to non-eligible jobholder or to entitled worker when assessed and a Postponement Period is not used. This letter is only sent once

L4

Sent to employees where they are a Member of a Qualifying Scheme at staging when no Postponement Period is used

L6

Issued to all employees at staging if Postponement Period is in use (apart from employees receiving Letter 1T). Also sent to new starters after staging if Postponement Period is in use and their Worker Status is Non-Eligible Jobholder or Entitled Worker

Excluded Employees

The following employees will not receive Auto Enrolment Communications:-
 75 and over
 Worker Status ‘Exclude from auto enrolment’
 Works outside of UK box ticked