Creating a Pension Scheme

To create a new Pension Scheme, click ‘Pensions’ in the main navigation and click the button to add new scheme.

You are given the option of connecting to a provider or manually entering details

Connect to a Provider

If your pension provider is listed, you should click on the relevant icon.

You’ll be taken through the process of connecting to the provider. The process varies depending on the provider but you’ll typically either be taken to their website to authorize access or be asked to key in your credentials.

Once connected we’ll create the new Pension Scheme based on the details we retrieved from your provider.

It’s important that you check that the details we’ve used are correct – especially details of the worker groups and contribution percentages.

Manually enter details

If your provider isn’t listed then click the button to manually enter the details. YOu’ll first be asked for just basic details such as the scheme name.

Once you’ve given the basic details you’ll be able to enter more information.

The most important fields are those under the ‘Settings’ and ‘Worker Groups’ tabs as these are what determine how much is deducted for pension contributions and how the figures are calculated and treated for tax purposes.

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