< 1301 >

Minimum compliance AE Pension setting View

Use

Here you can view the Staging date and Pension Account Reference that you have entered if you have setup the Minimum Compliance AE pension. Minimum Compliance AE setting allow you to easily setup a default pension scheme. To set up the minimum compliance pension click on Edit button.

Path

Pension > Auto Enrolment Pension (AE) Setup > Pension Provider > Minimum compliance AE Pension settings view

OR

Bureau Main Page > Admin Payrun > Enter > Pension > Auto Enrolment Pension (AE) Setup > Pension Provider > Minimum compliance AE Pension settings view

OR

Multi-Sites Payroll Starter > Head Office Details > Pension > Auto Enrolment Pension (AE) Setup > Pension Provider > Minimum compliance AE Pension settings view

Fields Available

Auto Enrolment Details

• Staging Date: The Staging Date of your employee's will be displayed here.
• 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: The Deferral Date of your employee's will be displayed here.
• Pension Provider Name: The Pension Provider name will be displayed here.
• Employer Pension Scheme Ref (EPSR): The EPSR will be displayed here.

Pension Scheme Details

• Group Name: The Group Name of pension will be displayed here.
• Group Ref.: The Group Reference will be displayed here.
• Other Ref.: The 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: The Delay Opt Out Period in days will be displayed here.
• Opt Out Period: The Opt Out Period will be displayed here.
• Use this as a default scheme?: The pension scheme which you have assigned to your employee's should be used as default scheme or not.
• Occurrence: The pension scheme should be recurring or non recurring will be displayed here.
• Retirement age: The Retirement age of employee's will be displayed here.

Employee Contribution

• Earnings Basis: The Earnings Basis of employee's will be displayed here.
• Deduction Type: The Deduction type will be displayed here.
• Deduction Rate: The Deduction rate will be displayed here.
• Tax Relief Arrangement: The Tax Relief Arrangement of employee's will be displayed here.

Employer Contribution

• Deduction Type: The Deduction type will be displayed here.
• Deduction Rate: The Deduction rate 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, Minimum compliance AE Pension settings edit screen.
• Edit: To edit the pension details, click on this button.

Related Topics

Minimum compliance AE Pension setting Edit