Information you need to set up your pension

Summary

Information you need to be able to set up a pension scheme in Sage Payroll.

Resolution

What do I need and where do I find it?

The details you need vary depending on your pension provider. Some also have different names for the same information. Select the name of your pension provider to find out more.

▼NEST Corporation

To set up your NEST pension scheme in Sage Payroll, you need detailed information about it. To find the information, log in to your NEST account (opens in a new tab). You may need to check the letters you received when your pension scheme started.

Make a note of the following information:

Employer NEST ID
Group name
Earnings basis
Contribution rates
Contribution payment date
If it’s a salary sacrifice scheme

You’re ready to set up your NEST pension in Sage Payroll. Add a Nest Pension scheme.

▼NOW: Pensions

To set up your NOW: Pensions scheme in Sage Payroll, you need detailed information about it. To find the information, log on to your NOW: Pensions online account (opens in a new tab).

Make a note of the following information:

Employer code
Plan name
Pay code
Contribution type
Contribution rates
Plan type
Contribution payment date
If it’s a salary sacrifice scheme

You’re ready to set up your NOW pension in Sage Payroll. Add a NOW: Pension scheme.

▼The People's Pension

To set up The People's Pension scheme in Sage Payroll, you need detailed information about it. To find the information, log on to your People's Pension online account (opens in a new tab).

Make a note of the following information:

Unique ID
Group Description
Group Identifier
Contribution type
Contribution rates
Earnings basis
Contribution payment date
If it’s a salary sacrifice scheme

You’re now ready to set up your pension in Sage Payroll. Add the People's Pension scheme.

▼Smart Pensions

To set up your Smart Pension scheme in Sage Payroll, you need detailed information about it. To find the information, log on to your Smart Pension online account (opens in a new tab).

Make a note of the following information:

Company ID
Group name
Contribution type
Earnings basis
Contribution payment date
If it’s a salary sacrifice scheme

You’re ready to set up your pension in Sage Payroll. A dd a Smart Pension scheme.

▼I have a different provider

If you have a different provider, set up a custom pension scheme. To do that, you first need to get the following information from your pension provider:

Pension provider details
Group name
Contribution type
Earnings basis
Contribution payment date
If it’s a salary sacrifice scheme

You can set up your pension in Sage Payroll. Add a custom Pension scheme.

Unsure about something?

If you have any specific questions about the details of your pension, contact your provider.

Information you need to set up your pension

Summary

Resolution

What do I need and where do I find it?

Unsure about something?

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