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Auto Enrolment Pension Schemes Edit

Use

You can edit the existing scheme. If you need to switch from existing pension scheme or add a new scheme,you can click on edit button.

Path

Pension  > Auto Enrolment Pension (AE) Setup > Pension Provider > Additional AE Pension settings > Auto Enrolment Pension Schemes Edit.

OR

Bureau Main Page > Admin Payrun > Enter > Pension > Auto Enrolment Pension (AE) Setup > Pension Provider > Additional AE Pension settings > Auto Enrolment Pension Schemes Edit.

OR

Multi-Sites Payroll Starter > Head Office Details > Pension > Auto Enrolment Pension (AE) Setup > Pension Provider > Additional AE Pension settings > Auto Enrolment Pension Schemes Edit.

Fields Available

Auto Enrolment Details

• Auto Enrolment Pension Staging Date: Here you can edit the Employer's Staging Date.
• Cyclical Automatic Re-Enrolment Date: Please enter the Re-Enrolment Date. By law, employer must put their eligible jobholders who are no longer in pension saving (because they chose to opt out or cease membership after the employer’s staging date)back into an automatic enrolment scheme on a three-yearly cycle.
• Deferral Date: Here you can edit the Deferral Date.
• Employer's/Contractor's PAYE Reference: Enter here the Employer's/Contractor's PAYE reference.
• Employer's UTR Type: Enter here the Employer's UTR reference.
• Corporation Tax Unique Taxpayer Reference (UTR): Enter here the Corporation Tax UTR reference.
• Authorised Signatory Surname: Enter here the surname of the Authorised Signatory.
• Authorised Signatory Forename: Enter here the forename of the Authorised Signatory.
• Authorised Signatory Job Title: Enter here the job title of Authorised Signatory.

Edit Pension Provider Details

• Pension Provider Name: Here the name of the pension provider will be displayed here.
• Employer Pension Scheme Ref.(EPSR) : Enter the  employer pension scheme Ref.(EPSR) here.
• Pension Scheme Name: Enter the pension scheme name here.
• Pension Scheme Registry No.(PSR): Enter the pension scheme registry number here.
• Pension Provider's Address: Enter the pension provider's address here.
• Town/City: Enter the Town/City name here.
• County: Enter  the County name here.
• Post Code: Enter the post code.
• Country: From the drop down select the appropriate country were you are working.
• Pension Provider's Tel No.: Enter  the Pension provider telephone number here.
• Pension Provider's Fax No.: Enter the pension provider Fax No here.
• Pension Provider's E-Mail: Enter E-Mail of the pension provider here.
• Pension Provider's Contact Person's Name:The person who is responsible on behalf of the pension provider, his/here name can be edited here.
• Pension Provider's Contact Person's Mobile:The contact person mobile number can be edited here.

Pension Scheme Details

• Scheme Name/Group Name: Enter here the Scheme name/Group name will be displayed here.
• Group Ref. : Enter the group reference here.
• Other Ref.: Enter here the Other ref (if any).
• Pension Submission Frequency: Here from the drop down select the Monthly / Weekly / 2Weekly / 4Weekly / Quarterly / Bi-Annual / Annual frequency.
• Opt Out Period: The opt out period will be displayed here.
• Delay Opt Out Period: Here you can select the delay Opt Out period in days.
• Use this as a default scheme?: Selected “YES” or “NO” from the drop down will be displayed here.
• Occurrence: Select Recurring or Non Recurring from the drop down.
• Retirement age: Enter the retirement age here.

Employee Contribution

• Earnings Basics: Select from the drop down the earnings basics.
• Deduction Type:Select from the drop down the deduction type.
• Deduction Value : Enter here the Employee's pension contribution deduction value.
• Tax Relief Arrangement : Select from the drop down the tax relief arrangement.
• Tax Relief Arrangement: Select from the drop down Relief Arrangement for employee's 'Net Pay' or 'Relief at Source'.

Employer Contribution

• Deduction Type: Select from the drop down the deduction type.
• Deduction Value : Enter here the Employer's pension contribution deduction value.
• Earnings Basics: Select from the drop down the earnings basics.

Associated Tasks

• Back:If you have finished viewing the details and wish to leave this screen, click on this button. You will be taken back to Auto Enrolment Pension Schemes View.
• Save:To save the details you have enter, Please click on the save button.

Related Topics

Auto Enrolment Pension Schemes Setup View