Solution Properties
Solution ID:
222001000101460
Last Modified Date:
Wed Sep 13 10:02:04 UTC 2023
Taxonomy Path:
Case category//How do I...//governmental/legislative compliance
Author:
[email protected]
Set up a qualifying pension scheme
Description

As part of the setup process, check your existing pension scheme criteria. It needs to meet the qualifying criteria for Automatic Enrolment. If you’re unsure, speak to your pension provider. We can’t tell you if a scheme qualifies.

You can then set up your Pension schemes in Payroll by using one of the standard providers. You can also Add a custom pension scheme.

Cause
Resolution
To help find a provider and choose a pension scheme, check The Pensions Regulator (TPR). Their site has lots of useful information.


Once you decide on a pension scheme provider, work with them to get your scheme up and running. Then follow these steps: 

  1. Under Review pension arrangements, in the Do you have an existing pension scheme? list, select No.
  2. Select Add a new pension.
  3. Complete the necessary information for the Pension Scheme.
  4. Select the Pensions tab.
  5. Select the Pension scheme qualifies check box.

If you already have a qualifying pension scheme, please follow the below steps:

  1. Look at Review pension arrangements. In the Do you have an existing pension scheme? list, select Yes.
  2. Select the Confirm link.

The TPR website now opens. You can check whether your existing scheme qualifies. If you’re unsure, speak to your pension provider.

  1. If it qualifies, go to the Pensions tab.
  2. Select the Pension scheme qualifies check box.
  3. Select Add a new pension then Add your own pension. Complete the necessary information for the Pension Scheme.
  4. You can add a pension scheme to an employee when you process their pay.

 TIP: Some Employees will already be members of a qualifying pension scheme. These employees aren't moved into the new pension when you stage. They are already in a scheme that meets the rules. You should still communicate the automatic enrolment changes to your employees. 

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