Auto Enrolment Pension Setup Edit
 
Auto Enrolment Details
  Auto Enrolment Pension Staging Date Date of Birth  
(DD/MM/YYYY)
  Deferral Date (Optional) Date of Birth  
(DD/MM/YYYY)
  Employer's PAYE Ref. /  
  Employer's UTR Type
  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 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
  Use this as a default scheme?
  Occurrence

Employee Contribution  
  Deduction Type
  Tax Relief Arrangement  
  Deduction Value  
  Allow to set different rate for each employees?  
  Tax Relief Arrangement  
  Add SSP Payment  
  Add SMP Payment  
  Add SAP Payment  
  Add SPP Payment  
  Earnings Basis
  Custom Upper  
  Custom Lower  
  Tax Relief Arrangement  
  Allow to set different rate for each employees?  
  Add SSP Payment  
  Add SMP Payment  
  Add SAP Payment  
  Add SPP Payment  
  Earnings Basis
  Custom Upper  
  Custom Lower  

Employer Contribution  
  Deduction Type
  Deduction Value  
  Add SSP Payment  
  Add SMP Payment  
  Add SAP Payment  
  Add SPP Payment  
  Earnings Basis
  Custom Upper  
  Custom Lower  
  Add SSP Payment  
  Add SMP Payment  
  Add SAP Payment  
  Add SPP Payment  
  Earnings Basis
  Custom Upper  
  Custom Lower