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View Pension Provider Details

Use

In this section you can view and edit the comprehensive information relating to the pension provider you have selected. 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 > View

OR

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

OR

Bureau Main Page > Admin Payrun > Enter > Employer / Setup > Pension Scheme Settings > Usual Pension Setup > Pension Providers Setup > View / Edit > View

OR

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

Fields Available

View Pension Provider Details

• Provider's Name: The pension provider's name will be displayed here.
• Employer Pension Scheme Ref. (EPSR): If you have already entered the Employer Pension Scheme Ref number it will be displayed here.
• Other Ref.: If you have entered any other reference number for the pension provider it will appear here.
• Pension Scheme Name: If you have entered Pension Scheme Name it will appear here.
• Pension Scheme Registry No (PSR): If you have entered Pension Scheme Registry No (PSR) it will appear here.
• Provider's Address: The pension provider's address will be displayed here.
• Provider's Tel. No.: If you have provided the pension provider's telephone number, it will be displayed here.
• Provider's Fax No.: If you have provided the pension provider's fax number, it will be displayed here.
• Provider's E-Mail: The pension provider's E-Mail address will be displayed here.
• Provider Contact Person's Name: The name of the person whom you normally deal with, at the pension provider's office will be displayed here.
• Provider Contact Person's Mobile: The mobile number of the contact person will be displayed here.
• Last Payment Date: If you have already entered the previous payment due date, for your pension contribution it will appear here.
• Next Payment Date: If you have already entered the next payment due date, for your pension contribution it will appear here.

Pension Provider Bank Details

• Provider's Bank Name: This field displays the name of the bank with which your pension provider has an account.
• Provider's Bank Branch Name: This field displays the branch name of the pension provider's bank.
• Provider's Bank Address: This field displays the address of the pension provider's bank.
• Provider's Bank Contact Person's Name: This field displays the name of the person in the bank whom the pension provider contacts for all bank related activities.
• Provider's Bank Tel. No.: This field displays the telephone number of the pension Provider's bank.
• Provider's Bank Fax No.: This field displays the fax number of the pension provider's bank.
• Provider's Bank E-Mail: This field displays the E-Mail address of the pension provider's bank.
• Sort Code: This field displays the pension provider's bank sort code.
• Account No.: This field displays the pension provider's bank account number.
• Name Shown on the Account: This field displays 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, the web address to which he/she logs on to will be displayed here.
• Other Ref. No.: If you have entered any other reference number for the pension provider it will appear here.

Associated Tasks

• Back: If you have finished viewing or modifying the details and wish to leave this screen, click on this button.
• Edit: To make any modifications to the Pension Provider's details, click on this button. It will open the Edit Pension Providers Details screen, where you can make the required modifications.

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