Set up a qualifying pension scheme
Description

If you have an existing pension scheme, check it meets the qualifying criteria for Automatic Enrolment. If you’re unsure, speak to your pension provider.

You can then set up your Pension scheme in Sage Payroll.

TIP:

Have your pension details at hand before you start to prevent any delays.

Cause
Resolution

To set up a pension, follow the steps below or if you prefer, watch the video.

  1. Select Pensions from the menu bar. This will take you to the Auto Enrolment Preparation window.
  2. Under Review pension arrangements (step3), in the Do you have an existing pension scheme? list, select No.
  3. Select Add a new pension.
  4. Complete the necessary information for the Pension Scheme.
  5. Select Pensions from the menu bar again.
  6. Select the Pension scheme qualifies checkbox.
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