Send pension correspondence

Solution Properties

Solution ID:

200427112312122

Last Modified Date:

Thu Jan 09 13:43:45 UTC 2025

Taxonomy Path:

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

Author:

[email protected]

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.

You can do this in Sage 50 Payroll with the Send Pension Correspondence option.

Cause

Resolution

The letters

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

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

You can send letters via email or print them 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 Send Pension Correspondence.
Select the checkbox to the left of each employee whose letter you're sending.
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, to set their active membership date correctly.
Under the Sent by column, select User then Send.
The Format column confirms if letters will print or email 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
Select Print a duplicate of each letter, to keep a copy of the letters, then click Send.
Follow the on-screen prompts.
Select OK.
Once complete, the Sent On column will update.

▼ Mark letters as sent

Click Payroll, then Send Pension Correspondence.
Select the checkbox to the left of the required employees.
Under the Sent On column, enter the date you originally sent each letter.
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.
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.

[BCB:373:UKI - Pension training sales:ECB]

Steps to duplicate