Pensions Data Exchange - The basics
Description

Pensions Data Exchange (PDX) is currently available with NEST, The People's Pension and Smart. PDX is an additional feature to the Pensions Module that lets you connect your Sage 50 Payroll software directly to your online pension account.

This means you can send all relevant pension information quickly and safely, without having to log in to the pension website and upload your pension files manually. You can also receive updates about your pension scheme directly to your software, such as opt out requests.

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Preparation

Before you start using Pensions Data Exchange there are a few preparation tasks. This includes checking you have your pension provider log in details. Pension Data Exchange - Preparation tasks >


Set up Pensions Data Exchange

Once you have your pension account log in details, there are a few tasks you need to carry out as a one-time set up process:

Import Pension Updates

Once you've set up Pensions Data Exchange, you can check for any pension updates, or sync your information. How do I import updates from my pension provider? >


Send Pension Data

Each time you process your payroll and pension contributions, you can send your pension data directly to your provider.

NOTE: You can use our Pension Checker tool to check your payroll subscription. Find the best way to send the relevant information to your pension provider. 


Other pension providers

If you're with a different pension provider we may be able to provide you with the relevant export template for the Pensions Module, so you can upload your pension data online manually. Send pension data to your pension provider using a CSV report >

If you don't subscribe to the Pensions Module and want to know more, leave your details and we'll get in touch.

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