Solution Properties
Solution ID:
200427112437157
Last Modified Date:
Wed Feb 19 17:38:01 UTC 2025
Taxonomy Path:
Case category//How do I...//governmental/legislative compliance
Author:
[email protected]
Automatic enrolment phasing - update the percentages using the Pensions Module
Description

The minimum contributions that you and your employees pay into your pension scheme last increased on 6 April 2019.

You can use the Sage 50 Payroll Pensions Module to check your schemes are up to date automatically.

NOTE: You're prompted to update your pension contributions each year, even though there are no changes to the contributions. Automatic enrolment phasing prompt appears in the 2025/2026 tax year. 

Cause
Resolution

When you process the first period of the new tax year, your software prompts you to update the percentages.

This message appears when you open Enter Payments or Pre-update Reports, however it's not mandatory to complete the phasing wizard at this point.

When you access the Pension Assessment or Update Records options, you're prompted to update the percentages before you continue. The phasing wizard is mandatory at this stage.

Enter Payments or Pre-update Reports

  1. Click Payroll, on the Employee List and select the relevant employees.
  2. Click Enter Payments or Pre-update Reports as required.
  3. To make the changes now, click Yes. To continue without updating the contributions, click No.
  4. Check and, if required, amend the contributions. The following symbols appear next to the pension schemes to provide more information:
    Changes made to meet legal minimums.
    It's not possible to check or change the scheme. For example, it's a fixed rate scheme.
    The scheme is sufficient and needs no changes.
  5. To view how the changes affect the schemes and employees, click Preview.
  6. To view information quickly, from the View drop-down menu, select the required option.
  7. To print the information, click the printer icon then click Print.
  8. To complete the changes, click OK.
  9. To apply the changes, select the I confirm I have read and understood this message checkbox.
  10. Click Apply Now then click Yes.

Pension Assessment or Update Records

  1. Click Payroll, on the Employee List and select the relevant employees.
  2. Click Pension Assessment or Update Records as required.
  3. Click Manage Contributions.

    There's no option to update later.

  4. Check and, if required, amend the contributions.

    The following symbols appear next to the pension schemes to provide more information:

    Changes made to meet legal minimums.
    It's not possible to check the scheme. For example, it's a fixed rate scheme.
    The scheme is sufficient and needs no changes.
  5. To view how the changes affect the schemes and employees, click Preview.
  6. To view information quickly, from the View drop-down menu, select the required option.
  7. To print the information, click the printer icon then click Print.
  8. To complete the changes, click OK.
  9. To apply the changes, select the I confirm I have read and understood this message checkbox.
  10. Click Apply Now.

Visit our separate article if you see the error: 'failed to update pension schemes' in the pensions module.

[BCB:19:UK - Sales message :ECB]

 

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