There are a few situations where you 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.
You can't delete a plan or group if employees have already enrolled or joined it.
Select the Type of contribution: - Salary sacrifice - Contribution deducted before tax - Contribution deducted after tax
Select the Type ofdeduction: - Percentage - Fixed amount
NOTE:
If you choose Salary sacrifice as the Type of contribution, you won't have the option to choose the Type of deduction. This automatically calculates as a percentage.
Select the Employer contribution and Employee contribution:
Select Next.
Select the Earnings basis: - Pensionable Pay - Qualifying Earnings - Customer Earnings Basis
Ensure you have a Contribution payment date entered.
Select Save.
Select Save again.
Detailed Steps
For a full explanation of how to set up each pension and how it calculates, select your provider below.
