Signing in as an employer

How to sign into an employer account

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Written by Smart Pension Support
Updated over a week ago

Your account name

What your account name is, how to change it, and what to do if you've forgotten it.

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Written by Smart Pension Support
Updated over a week ago

Finding your account name

How to find your account name if you've forgotten it

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Written by Smart Pension Support
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Scheme setup

Access important tasks needed to complete setting up your pension scheme.

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Written by Smart Pension Support
Updated over a week ago

Your company to-do list

Before your pension scheme is ready to accept contributions, we need you to complete a few simple tasks in your to-do list.

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Written by Smart Pension Support
Updated over a week ago

Signing the participation agreement

Learn how to digitally sign the agreement between your company and Smart Pension.

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Written by Smart Pension Support
Updated over a week ago

Setting up your Direct Debit

Learn how to set up a direct debit to pay pension contributions

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Written by Smart Pension Support
Updated over a week ago

Pensionable earnings

This page describes the different types of pensionable earnings that you can choose for your scheme.

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Written by Smart Pension Support
Updated over a week ago

Pension Scheme Registration Number (PSR)

Our PSR number is: 12011089

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Written by Smart Pension Support
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List your employees

See how to list all employees in your pension scheme

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Written by Smart Pension Support
Updated over a week ago

Adding a new employee

Learn how to add a new employee to your company

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Written by Smart Pension Support
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Importing Employees

Using our template you can add multiple employees to your company

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Written by Smart Pension Support
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Updating employee details

Learn how to update employee details

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Updating multiple employees and contribution percentage

Within this tool you can add employees to groups or update contribution percentages.

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Written by Smart Pension Support
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Postponements

Learn how to postpone the assessment date of your employee(s)

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Written by Smart Pension Support
Updated over a week ago

Example emails and letters

A list and examples of common communications received by an Employer during setup and letters sent to their employees

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Written by Smart Pension Support
Updated over a week ago

Creating a new group

Learn how to create a new group of employees in your scheme

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Written by Smart Pension Support
Updated over a week ago

Listing your groups

Learn what are groups and where you can manage them

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Written by Smart Pension Support
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Updating a group name

Learn how to change a group name

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Which employees are eligible?

Information Assessment and Eligibility

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Written by Smart Pension Support
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Understanding your contributions

View and edit contribution information for your employees

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Written by Smart Pension Support
Updated over a week ago

Pension tax relief

There are two HMRC approved methods for paying contributions into a Pension Scheme.

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Written by Smart Pension Support
Updated over a week ago

How to calculate contributions with our assessment tool

If your payroll application doesn't calculate contributions, our tool can do it for you

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Written by Smart Pension Support
Updated over a week ago

How we take your contributions

See how and when we take contributions

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Written by Smart Pension Support
Updated over a week ago

Uploading pre-assessed contributions

How to use a PAPDIS file to process your contributions

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Written by Smart Pension Support
Updated over a week ago

Fixing errors with your PAPDIS upload

The most common errors with PAPDIS uploads and how to fix them

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Written by Smart Pension Support
Updated over a week ago

Setting up your payroll API

How to set up your one-click payroll

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Written by Smart Pension Support
Updated over a week ago

Smart Pension and MyPAYE

How to set up your Smart Pension account with MyPAYE

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Written by Smart Pension Support
Updated over a week ago

Managing company details

A guide to the company details section

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Written by Smart Pension Support
Updated over a week ago

Updating your scheme details

How to find and update your scheme details

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Written by Smart Pension Support
Updated over a week ago

Change who receives emails from Smart Pension

Choose who receives emails and other notifications about your Smart Pension account

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Written by Smart Pension Support
Updated over a week ago

Updating your staging date or duties start date

How to set up your pension scheme start date.

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Written by Smart Pension Support
Updated over a week ago

Personalising Smart Pension for your employees

How to add a company logo to your Smart Pension account

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Written by Smart Pension Support
Updated over a week ago

Adding and viewing admins and signatories

View and add admins and signatories to your pension scheme.

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Written by Smart Pension Support
Updated over a week ago

Updating and managing signatories and admins

Tips on Managing your company's admins and signatories

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Written by Smart Pension Support
Updated over a week ago

What is re-enrolment?

An introduction to the re-enrolment process

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Written by Smart Pension Support
Updated over a week ago

Setting your re-enrolment date

Choose the date when you must re-assess your staff

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Updated over a week ago

Which employees to re-enrol?

How to identify your staff that must be re-enrolled

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Submitting a re-declaration of compliance

Inform The Pension Regulator that your workplace pension is still compliant completing the re-declaration of compliance.

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Written by Smart Pension Support
Updated over a week ago

What is an adviser invitation?

A quick explanation on adviser invitations

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Written by Smart Pension Support
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Sending an adviser invitation

Learn how to send an invitation to an adviser so they can access your company pension scheme

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Written by Smart Pension Support
Updated over a week ago

Managing adviser permissions

Learn how to revoke access to one of your advisers

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Admin profile details

Edit your personal details, manage security and earn rewards

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Written by Smart Pension Support
Updated over a week ago

Earn Rewards

Tell your friends about Smart Pension and you will earn gift vouchers to spend with some of your favourite brands

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Written by Smart Pension Support
Updated over a week ago