Assessment processing
running the worker assessment through the payroll each period against the criteria your scheme uses, and reporting the categorisation for your confirmation.
Contributions and entitlements processed through the pay run
Both of these are payroll processing tasks that carry employer duties behind them. We handle the processing. The duties, and the decisions, stay with you.
running the worker assessment through the payroll each period against the criteria your scheme uses, and reporting the categorisation for your confirmation.
employee and employer contributions calculated on the agreed pensionable pay definition, under either relief at source or net pay arrangement as your scheme operates.
preparing and submitting the contribution file to your pension provider in their required format, to their deadline.
processing opt-ins, opt-outs, joiners, leavers and contribution rate changes on your instruction, and processing refunds of contributions where an opt-out falls within the permitted period.
running the re-enrolment assessment through the payroll at your re-enrolment date and producing the data you need.
maintaining the payroll-side pension records that support your duties.
Calculation and processing through the pay run of:
together with the associated payroll records, the reclaim figures reported through the EPS where applicable, and the effect on pension contributions during periods of statutory pay.
Eligibility decisions are yours. We calculate and process entitlements based on the dates, evidence and confirmations you supply. We do not decide whether an individual qualifies for a statutory payment, whether evidence is sufficient, or how a disputed case should be treated.
We are not pension advisers. We do not select or recommend schemes, advise on contribution levels or scheme design, advise on your duties under the automatic enrolment legislation, or complete your declaration of compliance. Those sit with you or with a regulated adviser.
Included within the managed payroll fee where you take managed payroll. Where pension processing involves more than one scheme or a non-standard provider file format, an additional agreed amount per pay run is stated in your service agreement — quoted before you commit, never added afterwards.
Request a quote for pension and statutory pay processing