Prepare Pensions Data Exchange (PDX) for the new tax year

Send pension data for the final 24/25 pay date

Before you proceed, send your pension data as normal for your last pay date of the 2024/2025 tax year on or before 5 April 2025.

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Check your groups in your pension provider portal

Next, log in to your portal and check the date ranges on your groups align to tax periods in the new tax year. If you need help with doing this, contact your pension provider.

 NOTE: If you need to check dates with a tax calendar, visit the tax week and tax month calendar article. 

Dates already align

You don't need to take any further action in your pension provider account if the dates already align to tax periods in the new tax year.

Dates don't align

If the dates in the new tax year don't align to tax periods, create new groups that do align and transfer your employees to them.

When you set up your new groups for weekly, fortnightly and four weekly, the first period of the tax year must use the following dates:

• Weekly - 06/04/2025 to 12/04/2025
• Fortnightly - 06/04/2025 to 19/04/2025
• Four weekly - 06/04/2025 to 03/05/2025

We're unable to offer any support on using your pension provider's online portal. If you need any help with these steps, contact your provider directly.

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Set up your new group in PDX

Your next steps are to set up the new group in PDX.

Refresh your provider account in the Management Centre

Once your new provider group is in place, log into the management centre and refresh it.

1. Click Company then click Pensions Module Settings.
2. Click Open the Management Centre.
3. Enter your Email address and Password then click Sign In.
4. Click the Manage pension accounts tab.
5. Select your Provider account and click refresh.
6. When it's refreshed, click Please assign a company for the new group.
7. Assign the pension scheme to the required company.
8. Enter the date you last successfully sent pension data to your provider then click OK.

Import Pension Updates

If you've made any other changes to your scheme, for instance you set new contribution rates, import these changes.

1. Click Payroll then click Import Pension Updates.
2. Click the Scheme Sync tab.
3. From Schemes to match, select the new group.
4. From Schemes in your payroll software, select the pension scheme you want to match.
5. Click Create Match.
6. Click Apply updates.

Send pension data and assign new groups

1. Update records for your first pay date in the new tax year.
2. Click Payroll then click Send Pension Data.
3. From Group Name, select the new group for each employee.
4. Click Submit.

 NOTE: If Nest is your provider, error C8 occurs when you assign new employee groups and click to submit your data. Find out what to do if you see error 'C8 The pay frequency cannot be matched to that of a Nest Group'. 

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