Solution Properties
Solution ID:
222001000101685
Last Modified Date:
Wed Nov 12 15:28:44 UTC 2025
Taxonomy Path:
Case category//How do I...
Author:
[email protected]
Edit a pension scheme
Description

There are a few situations where you'd need to edit your pension scheme.

  • The pension amount deducting from your employees is incorrect (generally when you have set up a new pension)
  • You want to change the default amount new employees enrolled on the scheme are contributing
  • You're getting errors when trying to submit your pension information to your provider
Cause
Resolution

Edit your pension scheme

Each provider has different criteria. The below steps are an overview of the process. If your pension options don't look the same, or you want more information, choose your provider below in Detailed steps.

  1. Select Pensions from the menu bar.
  2. Find your pension scheme and select Edit Pension.
    Edit pension option.
  3. Next to the Group/Plan name, select View/Edit.
    View/Edit option.
     NOTE: To delete a plan or group, select the delete button next to the relevant option. You can’t delete a plan or group if any employees have enrolled or joined that plan or group.
  4. Select the Type of contribution:
    Salary sacrifice
    Contribution deducted before tax
    Contribution deducted after tax
  5. Select the Type of deduction:
    Percentage
    Fixed amount
     NOTE: If you chose Salary sacrifice as the Type of contribution, you won't see the option to choose the Type of deduction. This automatically calculates as a percentage. 
  6. Select the Employer contribution and Employee contribution:
  7. Select Next.
  8. Select the Earnings basis:
    Pensionable Pay
    Qualifying Earnings
    Customer Earnings Basis
  9. Ensure you have a Contribution payment date entered.
  10. Select Save.
  11. Select Save again.

Detailed Steps

For a full explanation of how to set up each pension and how it calculates, select your provider below.

Steps to duplicate
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