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Edit Pension Provider Details

Use

You can modify the details of the pension provider in this screen. This information includes the address and contact details of the provider, as well as their full bank details (important if you are to pay contributions to the provider using the BACS method).

Path

Employer / Setup > Pension Scheme Settings > Usual Pension Setup > Pension Providers Setup > View/Edit > Edit

OR

Employer / Setup > Chart of Setup > Pension > Usual Pension Setup > Pension Providers Setup > View / Edit > Edit

OR

Payroll Bureau Starter > Account Details > Enter > Employer / Setup > Pension Scheme Settings > Usual Pension Setup > Pension Providers Setup > View/Edit > Edit

OR

Multi-Sites Payroll Starter > Head Office Details > Employer / Setup > Pension Scheme Settings > Usual Pension Setup > Pension Providers Setup > View/Edit > Edit

Fields Available

Fields marked with an asterisk (*) are mandatory.

Pension Provider Details

• Provider's Name: Enter here the pension provider's name.
• Employer Pension Scheme Ref. (EPSR): Enter here the Employer Pension Scheme Ref number.
• Other Ref.: If your pension provider has any other additional reference then enter it here.
• Pension Scheme Name: Enter here the Pension Scheme Name.
• Pension Scheme Registry No. (PSR): Enter here the Pension Scheme Registry No(PSR).
• Provider's Address: Enter here the pension provider's address.
• Town / City: Enter here the town or city pertaining to the pension provider's address
• County: Enter here the county pertaining to the pension provider's address
• Post Code: Enter here the post code pertaining to the pension provider's address.
• Country: From the drop down list, select the country pertaining to the pension provider's address
• Provider's Tel. No.: Enter here the pension provider's telephone number.
• Provider's Fax No.: Enter here the pension provider's fax number.
• Provider's E-Mail: Enter here the pension provider's E-Mail address.
• Provider's Contact Person's Name: Enter here the name of the person you normally deal with at the Provider's office
• Provider's Contact Person's Mobile: Enter here the mobile phone number of the contact person
• Last Payment Date: Enter here the date of the last payment that you made to the pension provider. You can use the calendar button to enter the date.
• Next Payment Date: Enter here the next payment due date, for your pension contribution. You can use the calendar button to enter the date.

Pension Provider Bank details

• Provider's Bank Name: Enter here the name of the bank with which your pension provider has an account.
• Provider's Bank Branch Name: Enter here the branch name of the pension provider's bank.
• Provider's Bank Address: Enter here the address of the pension provider's bank.
• Town / City: Enter here the town or city pertaining to the pension provider's bank address.
• County: Enter here the county pertaining to the pension provider's bank address.
• Post Code: Enter here the post code pertaining to the pension provider's bank address.
• Country: From the drop down list, select the country pertaining to the pension provider's bank address.
• Provider's Bank Contact Person's Name: Enter here the name of the person you normally deal with at the Provider's bank.
• Provider's Bank Tel. No.: Enter here the telephone number of the pension provider's bank.
• Provider's Bank Fax No.: Enter here the fax number of the pension provider's bank.
• Provider's Bank E-Mail: Enter here the E-Mail address of the pension provider's bank.
• Sort Code: Enter here the pension provider's bank sort code.
• Account No.: Enter here the pension provider's bank account number.
• Name Shown on the Account: Enter here the name shown on the pension provider's bank account.
• Bank / Online Account Ref: If the pension provider does any of his banking via the Internet, enter here the web address he/she logs on to.
• Other Ref. No.: If the pension provider has any other additional reference number then enter it here.

Associated Tasks

• Back: If you have finished viewing or modifying the details and wish to leave this screen, 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 Pension Provider Details screen, where all the changes can be viewed.

Related Topics