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Categories Pension
Created by Ken Davies
Created on Mar 5, 2024

Employer access to Workplace Pension Communications

Pension communications that are issued to team members are not viewable by employers.

I've looked at admin rights but there's nothing that I can give the client that prevents the admin from editing/deleting items and making things wrong.

The solution needs to be a way to supply employers a copy of the documents that are issued to team members either as a report or copy communication.

Describe the Challenge Allowing admin users the ability to view or receive pension communications issued to team members
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  • Katherine Kendrick
    Reply
    |
    May 16, 2024

    Hi Yaz,

    Thank you for your message.

    As it is a legal requirement for the employer to provide pension communication to the employee our clients would like to see that we have actually sent the employee a letter and be able to have access to download and keep it on their internal HR files.

    With regards to the Team permission please can you give me full guidance what I need to do?

    Kind regards
    Katherine

  • Admin
    Yaz Cooper
    Reply
    |
    Apr 18, 2024

    Hey Ken

    Thanks for raising this suggestion.

    We're just reviewing this one as a team and have a couple of questions, if you don't mind.

    Firstly, could you give us a little more info around why an employer is after these documents please?

    If it's in the absence of the employee receiving these via email or via their Pay Portal then you can set the employer up as a contact within the 'Pension' settings to receive any comms that can't be sent to an employee due to missing email addresses.

    Secondly, have you tried giving the employer access to the 'Team' permission but turning off all the permissions within the 'Team' section? This will give them access to the employees documents area where pension communications are stored, without permission to edit/change anything.

    Thanks

    Yaz