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What happens to any contributions I’ve paid for a member whose enrolment is going to be cancelled?

We’ll refund any contributions you’ve sent to us for a member after their enrolment has been cancelled.

We’ll send a message to your secure mailbox to let you know when we’ve refunded money to you.

If an automatically enrolled or opt in member’s enrolment is cancelled within the first six weeks then we’ll refund any contributions in full. We don’t invest any contributions received within the first six weeks of these enrolments to allow time for opting out.

For other enrolment types, you’ll receive a full refund for any non-invested money but if the money has been invested, your refund will be subject to charges and market adjustment. This also applies to automatically enrolled and opt in members if the enrolment is cancelled after six weeks.

If the member’s contributions are going to be refunded, you need to make sure your workers are refunded the full amount that was deducted from their pay.

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