Set Default Settings

Once you create your scheme(s), you will want to set your default settings.

Select the employer name in the main menu and choose Edit Details. Choose the Pension tab.

Default Pension Scheme

Please be aware that if you select a Default Pension Scheme here, all new employees you create will immediately enrol into it.

Most employers would leave this set to ‘none’.

Auto Enrolment

Here you can select which scheme should be used when an employee is being assessed as needing to enrol on a pension.

There are also other option related to auto-enrolment such as your staging and cyclical re-enrolment dates.

Need more help? Email

To top
Chat Now