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Edit AE Pension Details

Use

If you have entered your employee's AE pension details when adding this employee, you can edit those details on this screen.

Employee > View/Edit > Employee's AE Pension Details > View / Edit > Edit

A. Auto Enrolment START Date

As per the AE Staging Date 16/10/2015: Select here employee staging Date.
As per the Company Deferment Policy: Select here employee AE start date as per company deferment policy. Select here employee staging Date.
As per the Individual Employee Deferment Policy: Select here employee start date as per his own deferment policy.

B. Pension Scheme Details

Scheme Name / Group Name: Select from the dropdown Scheme Name or Group Name.
Employee Pension Ref.: Enter here employee pension reference number.
Other Ref.: Enter here employee other reference number if any.
Payment Source / Account: Select from the dropdown the bank name.
I wish to adopt Salary Sacrifice for this employee's AE pension: Select from the drop down 'YES' or 'NO' to adopt Salary Sacrifice for the employee.
Earnings Basis: Select from the dropdown the Earnings Basis for the employee.
Employee Contribution: Select from the dropdown employee contribution towards pension scheme.
Employer Contribution: Select from the dropdown employer contribution towards pension scheme.

C. AE Refund Opt Out Request

Refund Opt Out Start Date: Enter here employee Refund Opt Out Start Date.
Refund Opt Out End Date: Enter here employee Refund Opt Out End Date.
Pension Provider's Opt Out Reference: Enter here employe pension provider Opt Out reference number. start date as per his own deferment policy.
Other Ref.: Enter here employee other reference number if any.
Do you want to extend the Refund Opt Out End Date to 11/05/2019?.: Enter here employee extended Opt Out end date.
Refund Opt Out Accepted Date: Enter here employee Refund Opt Out accepted date.

D. AE Opt In Request

E. AE Cease Membership Request

Cease Membership Request Date: Enter here Cease membership request Date.
Effective Cease Membership Date: Enter here employee effective Cease membership Date.

Back: If you wish to exit this screen without saving the changes, click on this button.
Save: If you are sure about all the entries and wish to continue, click on this button. You will be taken back to the View employee's Previous Employment (P45) Details screen, where all the changes can be viewed.