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  • Simpler Annual Statement template – free

Simpler Annual Statement template – free

The original model statement that led directly to the statutory guidance. Complete wording, easily adaptable for your DC scheme.

Every auto-enrolment DC scheme must produce an annual statement that follows statutory guidance.

Quietroom and Eversheds Sutherland created the model statement that set the government’s guidance.

We’ve made that statement available as a template. It’s free to use and easy to adapt.

“The model wording was very useful. Members’ understanding has vastly improved.”

PensionBee

Email us to ask for the template