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Auto Enrolment Pension Setup Edit
Auto Enrolment Details
Auto Enrolment Pension Staging Date
(DD/MM/YYYY)
Deferral date / Re-enrolment Date
(Optional)
(DD/MM/YYYY)
Employer's PAYE Ref.
/
Employer's UTR Type
< Select >
SA UTR
COTAX UTR
Self Assessment Unique Taxpayer Reference
Corporation Tax Unique Taxpayer Reference
Authorised Signatory E-mail
Authorised Signatory Job Title
Edit Pension Provider Details
(
*
) = required fields.
Pension Provider
NEST
GenLife
NEST Employer Ref.
Provider's Address
Town / City
County
Post Code
Country
United Kingdom
Pension Provider's Tel. No.
Pension Provider's Fax No.
Pension Provider's E-Mail
Pension Provider's Contact Person's Name
Pension Provider's Contact Person's Mobile
Pension Provider's Name
Pension Account Ref.
Provider's Address
Town / City
County
Post Code
Country
United Kingdom
Pension Provider's Tel. No.
Pension Provider's Fax No.
Pension Provider's E-Mail
Pension Provider's Contact Person's Name
Pension Provider's Contact Person's Mobile
Pension Scheme Details
(
*
) = required fields.
Scheme Name / Group Name
Pension Scheme Ref.
Other Ref.
Payment Submission Frequency
Monthly
Weekly
2 Weekly
4 Weekly
Delay Opt Out Period
Days
Weeks
Months
Use this as a default scheme?
No
Yes
Occurrence
Non-Recurring
Recurring
Employee Contribution
Deduction Type
Fixed Rate Contribution
Minimum Level Contribution of Basic Pay
Minimum Level Contribution of Gross Pay
Percentage of Basic Pay
Percentage of Gross Pay
Tax Relief Arrangement
Net Pay
Relief at Source
Deduction Value
Allow to set different rate for each employees?
No
Yes
Tax Relief Arrangement
Net Pay
Relief at Source
Add SSP Payment
No
Yes
Add SMP Payment
No
Yes
Add SAP Payment
No
Yes
Add SPP Payment
No
Yes
Earnings Basis
Qualifying Earnings
All Pensionable Earnings
Custom
Custom Upper
Custom Lower
Tax Relief Arrangement
Net Pay
Relief at Source
Allow to set different rate for each employees?
No
Yes
Add SSP Payment
No
Yes
Add SMP Payment
No
Yes
Add SAP Payment
No
Yes
Add SPP Payment
No
Yes
Earnings Basis
Qualifying Earnings
All Pensionable Earnings
Custom
Custom Upper
Custom Lower
Employer Contribution
Deduction Type
Fixed Rate Contribution
Minimum Level Contribution of Basic Pay
Minimum Level Contribution of Gross Pay
Percentage of Basic Pay
Percentage of Gross Pay
Deduction Value
Add SSP Payment
No
Yes
Add SMP Payment
No
Yes
Add SAP Payment
No
Yes
Add SPP Payment
No
Yes
Earnings Basis
Qualifying Earnings
All Pensionable Earnings
Custom
Custom Upper
Custom Lower
Add SSP Payment
No
Yes
Add SMP Payment
No
Yes
Add SAP Payment
No
Yes
Add SPP Payment
No
Yes
Earnings Basis
Qualifying Earnings
All Pensionable Earnings
Custom
Custom Upper
Custom Lower