Set up a pension scheme
Before you set up the pension scheme in Sage 50 Payroll, there's some information that you'll need from The People's Pension. To help you gather all of the information, you can use our handy information you need to set up a pension scheme checklist. You can get most of this information by logging into your online account for The People's Pension at https://onlineservices.bandce.co.uk. If there's any information you can't get from your online account, contact The People's Pension.
To set up a pension scheme in Sage Payroll, click Company then click Pension Schemes. Read more >
Assess your employees
You need to assess your employees every pay period to make sure they're assigned to the correct worker category. As well as assessing your employees you can process opt-in, join, opt-out or leave requests and postponements.
To assess your employees click Payroll then click Pension Assessment. Read more >
Send pension correspondence
As you process automatic enrolment, you need to provide your employees with correspondence to advise them of their status and rights. You can produce the following letters from the pension correspondence option:
- Automatic Enrolment Jobholder Letter
- Automatic Enrolment General Notice
- Automatic Enrolment Company Postponement Letter
- Automatic Enrolment Eligible Postponement Letter
Send your pension data to The People's Pension
Changes to file uploads from 1 August 2019