How do I send pension correspondence?

Solution Properties

Solution ID:

200427112312122

Last Modified Date:

Thu Jul 18 07:50:53 UTC 2024

Taxonomy Path:

Case category//How do I...//processing

Author:

[email protected]

How do I send pension correspondence?

Description

Under automatic enrolment, one of your legal duties is to write to your employees to keep them informed of their enrolment status and rights.

It's easy to do this in Sage 50 Payroll with the Send Pension Correspondence option. Let's get started.

Cause

Resolution

The letters

To view all automatic enrolment letters and when to send them to your employees, visit our automatic enrolment letters guide.

TIP: To email pension correspondence to an employee, first, set this up in their record. Set up employees to receive documents by email >

Send your letters

Your letters can be sent via email or printed from Send Pension Correspondence. Alternatively, if you've sent them outside of your software or your pension provider has sent them, you can mark the letters as sent. Click the option below to view the steps.

NOTE: If you find that the administrator details are incorrect on pension letters, you can correct this in the pension scheme settings. Auto Enrolment contact details incorrect in pension letters >

Send your letters >

Click Payroll, then click Send Pension Correspondence.
Select the checkbox to the left of each employee whose letter you'd like to send.
If required, amend the Sent On date.
NOTE: It's important to use the correct Sent On date when you send the letters to the employee, so their active membership achieved date is set correctly.
Under the Sent by column, select User.
Next, click Send.
The Format column confirms if letters will be printed or emailed for each employee:
- To send the letters using these formats, select Send letter using specified format
- Alternatively, to print letters for all employees, select Print all letters
If you'd like to keep a copy of letters, select Print a duplicate of each letter, then click Send.
Follow the on-screen prompts.
Click OK.
Once complete, the Sent On column will update.

Mark letters as sent >

Click Payroll, then click Send Pension Correspondence.
Select the checkbox to the left of the required employees.
Under the Sent On column, enter the date each letter was originally sent.
Under the Sent By column, select Provider if the pension provider sent the letters, or select User if you sent them.
Click Show as sent.
If you'd like to print copies, select this option then click Show as sent.

You've now completed the process to produce your pension correspondence for this pay period.

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Steps to duplicate

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