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Auto Enrolment Pension Schemes View
Use
You can view or 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 View.
OR
Bureau Main Page > Admin Payrun > Enter > Pension > Auto Enrolment Pension (AE) Setup > Pension Provider > Additional AE Pension settings > Auto Enrolment Pension Schemes View.
OR
Multi-Sites Payroll Starter > Head Office Details > Pension > Auto Enrolment Pension (AE) Setup > Pension Provider > Additional AE Pension settings > Auto Enrolment Pension Schemes View.
Fields Available
Auto Enrolment Details
- Employer's Staging Date: Here you can view the Employer's Staging Date.
- Cyclical Automatic Re-Enrolment Date: Here you can view 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 view the Deferral Date.
- Employer's/Contractor's PAYE Reference: Your Employer's/Contractor's PAYE reference will be displayed here.
- Employer/Contractor UTR Type: The UTR type you have selected will be displayed here.
- Corporation Tax Unique Taxpayer Reference (UTR): The UTR reference will be displayed here.
- Authorised Signatory Name: The name of the Authorised Signatory will be displayed here.
- Authorised Signatory Job Title: The job title of Authorised Signatory will be displayed here.
View Pension Provider Details
- Pension Provider Name: Here the name of the pension provider will be displayed here.
- Employer Pension Scheme Ref.(EPSR) : The employer pension scheme Ref.(EPSR) is displayed here.
- Pension Scheme Name: The pension scheme name will be displayed here.
- Pension Scheme Registry No.(PSR): The pension scheme registry number will be displayed here.
- Pension Provider's Address: The pension provider address will be displayed here.
- Pension Provider's Tel No.: The Pension provider telephone number will be displayed here.
- Pension Provider's Fax No.: The pension provider Fax No will be displayed here.
- Pension Provider's E-Mail: The E-Mail of the pension provider E-Mail will be displayed here.
- Pension Provider's Contact Person's Name:The person who is responsible on behalf of the pension provider, his/here name will be displayed here.
- Pension Provider's Contact Person's Mobile:The contact person mobile number will be displayed here.
Pension Scheme Details
- Group Name: The Scheme name/Group will be displayed here.
- Group Ref. : The group reference will be displayed here.
- Other Ref.: Other ref (if any) will be displayed here.
- Pension Submission Frequency: Here the Monthly / Weekly / 2Weekly / 4Weekly / Quarterly / Bi-Annual / Annual frequency will be displayed here.
- Delay Opt Out Period:Here you can View delay Opt Out period in days.
- Opt Out Period: The opt out period will be displayed here.
- Use this as a default scheme?: Selected “YES” or “NO” from the drop down will be displayed here.
- Occurrence: Recurring or Non Recurring as you selected will be displayed here.
- Retirement age: Retirement age will be displayed here.
Employee Contribution
- Earnings Basics: The selected earnings basics will be displayed here.
- Deduction Type: The deduction type you have selected will be displayed here.
- Deduction Rate : The pension deduction rate will be displayed here.
- Tax Relief Arrangement: The tax relief arrangements will be displayed here.
Employer Contribution
- Deduction Type: The deduction type you have selected will be displayed here.
- Deduction Rate :The pension deduction rate will be displayed here.
- Earnings Basics: The selected earnings basics will be displayed here.
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 AE Pension settings screen.
- Edit: To make any modifications to the AE pension setup, click on this button. It will open the Auto Enrolment Pension Setup Edit screen, where you can make the required modifications.
Related Topics
Auto Enrolment Pension Schemes Setup Edit