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What is the best practice to opt-out an employee from a pension scheme?


1 comment

  • James Burton

    Hi @Oliver Proctor!


    Thank you for your question on the community. I hope you are well?


    The best way to opt out an employee out of a pension scheme is to process this via the employees Opt In/Opt Out record via the pension module. By doing this a refund will automatically feed through to the employees payslip if the employee is due a refund. I recommend going through the article I have attached below for a step by step guide on how to do this.



    I hope this helps. If you have any questions let me know! Have a great day!


    Thanks, James!


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