Pension Provider Setup
Auto Enrolment Details
Auto Enrolment Pension Staging Date
*
Cyclical Automatic Re-Enrolment Date
*
Deferral Date (Optional)
Employer's PAYE Ref.
*
/
Select Employer's UTR Type
SA UTR
COTAX UTR
Self Assessment Unique Taxpayer Reference
Corporation Tax Unique Taxpayer Reference
Authorised Signatory Surname
Authorised Signatory Forename
Authorised Signatory Job Title
Pension Provider Details
Pension Provider's Name
*
AEGON Employer Ref.
*
Pension Scheme Name
Pension Scheme Registry No. (PSR)
Provider's Address
Town / City
County
Post Code
United Kingdom
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
Group Name
*
Group Ref.
*
Other Ref.
Please Select
4 Weekly
Monthly
2 Weekly
Weekly
Pension Submission Frequency
*
Opt Out Period
Delay Opt Out Period
Days
Months
Weeks
select
No
Yes
Use this as a default scheme?
Non-Recurring
Recurring
Occurrence
Retirement Age
Employee Contribution
£ Fixed Amount
% of Basic Pay
% of Earning Basis
Deduction Type
Net pay arrangement
Relief at Source
Tax Relief Arrangement
%
Deduction Value
Net pay arrangement
Relief at Source
Tax Relief Arrangement
All Pension Earnings
Custom
Qualifying Earnings
Earnings Basis
%
Deduction Value
Net pay arrangement
Relief at Source
Tax Relief Arrangement
Lower Limit
Upper Limit
Employer Contribution
£ Fixed Amount
% of Basic Pay
% of Earning Basis
Deduction Type
%
Deduction Value
All Pension Earnings
Custom
Qualifying Earnings
Earnings Basis
%
Deduction Value
Lower Limit
Upper Limit
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