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  • Supporting you with pensions

    We've recently updated our virtual assistant Pegg to support you with some popular pension queries. Need a hand sending pension data, or have an error you need to resolve? Pegg can help you carry the tasks and fixes you need. Keep an eye out for the…
  • Employer Changing Pension Scheme

    Hi everyone, I have a client who has moved from Smart Pension to NEST pension. As its been more than 12 months since all four employees opted-out on Smart Pension, TPR told me they must be re-assessed once again when joining NEST. I have created a…
  • Free Pensions webinars - Sessions available in June - Booking now!

    Bookings are open for a series of live webinars in June that will focus on Pensions in Sage 50cloud Payroll . Featured topics: Get to know Pensions - Thurs 9 June @ 2pm Pensions module - Thurs 23rd June @2pm Pension Re-Enrolment and Re-Declaration…
  • Got a question about pensions? We've got a dedicated Help Centre for you....

    The Pensions hub gathers all of the information you need to understand and process workplace pension, including: Support guides Video overviews Training resources, including Webinars. It's all accessible online without even needing to log…
  • Run your pension with one click - Free live webinar

    Sign up for our free, live Pension Data Exchange (PDX) webinar where we'll show you how to submit to The People's Pension (TPP) with one click of a button, saving time and removing all manual tasks. Join us as we look at how to set up and process using…
  • Pension Data Resend?

    Hi everyone, I have recently taken over our weekly Payroll role temporarily whilst we await a new member of staff. I normally only do holiday cover but my colleague has suddenly left the business. They have obviously had an issue from week 36 (7th Dec…
  • Opt outs

    Got an employee who wants to opt out of aa pension scheme? We have a brilliant guide to help you complete their request in no time. Find out more
  • TAXABLE BENEFIT - EMPLOYER CONTRIBUTION IRP5 CODE 3817

    Good Day We need to set up the taxable benefit portion from the company side on the Pension. The company contribution has two parts. Pension and the Risk Benefit (life cover). The risk benefit is taxable and at the moment is not set up correctly on…
  • Industrial Council: Contribution Certificates for the Metal and Engineering Industries Provident/Pension Fund

    Download a copy of the Contribution Certificate for the Metal Industries Provident Fund signed by the Fund Actuary for the tax year 2021/2022: Contribution Certificate for the Metal Industries Provident Fund signed by the Fund Actuary for the tax year…
  • Automatic Enrolment Re-Enrolment Notice

    When I ran the automatic re-enrolment process this week, no letters were produced to inform employees who'd previously opted out that they'd been re-enrolled. I can't find any in the reports section either. I know that when I ran the same process 3 years…
  • Pension module

    Every time I do the pension update or submit the pensions, I now have to log on which is something that I have never had to do previously. Only since moving to the subscription based payroll. Any ideas?
  • Zimbabwe: Updated Tax file for 2020

    The 2020 tax files for Zimbabwe was initially released on 20 January 2020. Click here to see original post. Effective 1 January 2020 the following changes should be made in addition to the original changes: The tax deduction for pension contributions…
  • Pension Refund

    We use the Pensions Module and when using the assessment tool opted out an employee and arranged a refund of their 1st month pension contributions. This then updated on the employees payslip. However when viewing the payslip i noticed that the 'Total…
  • How To add Retirement Fund

    When adding a retirement company contribution the user will need to add a retirement fund On the Navigation pane: Expand: Parameters Expand: Payroll Double Click on : Retirement Fund Here you will have the existing retirement funds. To add…
  • Now! Pensions date

    FormerMember
    FormerMember
    After running my year end i'm having problems with my Now pensions contributions. When I send my details to the Now pension portal it is setting my weekly start date as a Saturday rather than a Friday. I then have to go back to my payroll, open the file…
  • Auto enrolment before postponement period ended

    Hi, Is there anything wrong with pension assessment at all? Asking, because when I postponed an employee for 3mths, he got auto enrolled the next month for no apparent reason.. Has this happened to anyone else at all?
  • Monday Motivation: what The Apprentice can teach us about viral video

    Are you watching The Apprentice? Episode 4 tasked the teams with making a viral video. We wondered what we can learn from their approach. And in the news, VAT changes set to bring in a standard return across all European countries is on hold, as the…
  • Pension rates

    It would appear that the new pension deduction rate to start in April has been applied to Month 11 already. Is this correct?
  • Reporting on Pension Contributions that include Salary Sacrifice

    I thought that the Pension History report PENHIS would give me what I needed but the salary sacrifice column was zero. I amended the report to use SalarySacrificeDeductionAmount rather than SalarySacrificeAmount which gives me my monthly figure
  • pensions module access restricted

    Hi, When I try to access the pensions module I keep getting the message that says restricted access and I need to be level 9 or higher ! If I log in as manager everything is ok. I have checked my access rights and I am already level 9 and can get…
  • AE pension contributions being deducted before tax calculation on non salary sacrifice pension scheme

    I have a client whose AE pension contributions started on 1st April 2016 and I have noticed that the tax on the wages is being calculated after the pension contributions have been deducted. I am not sure that this is correct as it is not a salary sacrifice…
  • Editing Auto enrolment Pension letters

    I would like to make changes to the auto enrolment standard letters produced by sage. Does anyone know if this is possible, and if so how? Thanks Bahram PS I don't know if it makes a difference but we are with the Peoples Pension
  • Auto enrolment and non qualifying scheme

    Hi All, I have an employee who is currently in a pension that is non qualifying. I have added her to pension assessment for auto enrolment but her existing pension is no longer being deducted from her pay. Can she not have a qualifying and a non qualifying…
  • Payslip Wording for Salary Exchange

    We are about to switch our pension scheme to be on a salary exchange basis. We have tested this on Sage Payroll and the layout is fine but we would prefer to amend the wording from Salary Sacrifice to Salary Exchange - Pension to be clearer to employees…
  • Reports for teachers and LGPS pension Monthly data collection

    Last summer we were promised that the monthly data collection reports for teachers pension and LGPS would be available by end 2016. I understand that now no date for release of the modules is planned. We purchased the auto erollmentadd on believeing that…