Connect to External Provider

Ideally, you would connect to your pension provider when you create the scheme, but you can also connect an existing Pension Scheme to an external provider.

Select Pensions in the main navigation and choose your Pension Scheme.

Select the Provider tab.

From the field, Connected to, choose a provider to connect to and follow the on-screen instructions to connect.

Choose your provider and follow the on-screen instructions to connect.

Once connected, Connected to shows the external provider name.

Worker Groups

If you connect to the provider when you first create the scheme, the correct Worker Groups create automatically.

But as you’re connecting later, you need to be careful to ensure the Worker Groups set up in the payroll software match those set up in the external provider. If there is a mismatch, you are likely to receive errors when sending contributions.


Need more help? Email hello@staffology.co.uk