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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
	Self Assessment Unique Taxpayer Reference
	Corporation Tax Unique Taxpayer Reference

AE Letter Signatory Details

	Authorised Signatory Surname (Company Pension Manager)
	Authorised Signatory Forename
	Authorised Signatory Job Title

Edit Pension Provider Details

(*) = required fields.

	Pension Provider	Friendly
	GenLife Employer Ref.
	Provider's Address

	Town / City
	County
	Post Code
	Country
	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
	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
	Delay Opt Out Period
	Opt Out Period	1 Month above the delay opt out period
	Use this as a default scheme?
	Occurrence

Employee Contribution

	Deduction Type
	Deduction Rate
	Tax Relief Arrangement
	Add SSP Payment to Pensionable Earnings
	Add SMP Payment to Pensionable Earnings
	Add SAP Payment to Pensionable Earnings
	Add SPP Payment to Pensionable Earnings
	Earnings Basis
	Upper Earnings Limit
	Lower Earnings Limit
	Tax Relief Arrangement
	Add SSP Payment to Pensionable Earnings
	Add SMP Payment to Pensionable Earnings
	Add SAP Payment to Pensionable Earnings
	Add SPP Payment to Pensionable Earnings
	Earnings Basis
	Upper Earnings Limit
	Lower Earnings Limit

Employer Contribution

	Deduction Type
	Deduction Rate
	Add SSP Payment to Pensionable Earnings
	Add SMP Payment to Pensionable Earnings
	Add SAP Payment to Pensionable Earnings
	Add SPP Payment to Pensionable Earnings
	Earnings Basis
	Upper Earnings Limit
	Lower Earnings Limit
	Add SSP Payment to Pensionable Earnings
	Add SMP Payment to Pensionable Earnings
	Add SAP Payment to Pensionable Earnings
	Add SPP Payment to Pensionable Earnings
	Earnings Basis
	Upper Earnings Limit
	Lower Earnings Limit