---
title: Signing up with Smart Pension
description: This article will cover how to sign up with Smart Pension from Primo Payroll, for both new and existing Smart Pension accounts.
---

[Skip to content](https://help.accentra.co.uk/en/knowledge/signing-up-with-smart-pension#main-content)

English

Show submenu for translations

[Customer portal](https://help.accentra.co.uk/tickets-view?hsLang=en)

![Accentra logo for white background-4.png\]](https://help.accentra.co.uk/hs-fs/hubfs/Accentra%20logo%20for%20white%20background-4.png?height=40&name=Accentra%20logo%20for%20white%20background-4.png)

- [Default HubSpot Blog](https://blog.accentra.co.uk/blog)

Open main navigation

Close main navigation

- [Default HubSpot Blog](https://blog.accentra.co.uk/blog)
- English
  
  Show submenu for translations
- [Customer portal](https://help.accentra.co.uk/tickets-view)

 Search the Knowledge Base

- There are no suggestions because the search field is empty.

1. [Accentra Help Center](https://help.accentra.co.uk/en/knowledge?hsLang=en)
2. [Primo Payroll](https://help.accentra.co.uk/en/knowledge/primo-payroll?hsLang=en)
3. [Auto-Enrolment](https://help.accentra.co.uk/en/knowledge/primo-payroll?hsLang=en#auto-enrolment)

# Signing up with Smart Pension

## This article will cover how to sign up with Smart Pension from Primo Payroll, for both new and existing Smart Pension accounts.

### New Sign-up to Smart Pension

#### A) Open the sign-up page

- Open the company in Primo Payroll 
- Click **‘Click here’** on the AE Panel on the right side of the home page to find the Staging date. 
- Click **Sign-up** on the AE Panel on the right side of the home page 
- Select ‘Smart Pension’ from the list and click **Sign-up**.

#### B) Set-up the following parameters

- **Legal Structure:** As relevant to the business. 
- **Pension calculated on:** “All Pensionable Earnings (Un-banded)” 
- **Postponement:** As relevant 
- **Signatory:** Enter the details of the person in the employer organisation who will be responsible for AE compliance 
- **Admin:** Fill the details here   
  (a) if you are a Bureau   
  (b) if you are an employer who have appointed a 3rd party to represent you.

#### C) Complete the sign-up

- Click the button Sign-up 
- Wait for the successful sign-up message to appear.

Once the above is finished, Smart Pension will send emails to the Signatory/Employer for setting up a direct debit and to accept the ‘terms & conditions’. Once this process is completed, the Smart Pension login details will be emailed to the Signatory/Employer. 

### Existing Smart Pension Account

Make sure you have already completed the steps listed in this help article: [Initial Setup with Pension Scheme for Employers](https://help.accentra.co.uk/knowledge/initial-setup-with-pension-scheme?hsLang=en)

#### A) Get the below info from your Smart Pension account

**Employer under a bureau:** Employer Company ID

**Direct Employer:** Employer Company ID

#### B) Open the sign-up page

- Open the relevant company (Bureau or Employer) in Primo Payroll.
- Make sure the Staging date is available. For Bureau, if necessary use dummy staging date.
- Click **Sign-up** on the AE Panel on the right side of the home page.
- Click the button **Set-up Payroll Only**.

#### C) Input the following details

- **For Employer under a Bureau Company:** Employer Company ID
- **For Employer: **Employer Company ID

#### D) Complete the payroll setup

- Click OK 
- There will be a prompt for authorization. Provide the details and authorize it.
- Wait for the successful set-up message to appear

Once the above is finished, Smart Pension will send emails to the Signatory/Employer for setting up a direct debit and to accept the ‘terms & conditions’. Once this process is completed, the Smart Pension login details will be emailed to the Signatory/Employer. 

- [Release Notes](https://help.accentra.co.uk/en/knowledge/release-notes?hsLang=en#main-content)

    - [Primo Umbrella](https://help.accentra.co.uk/en/knowledge/release-notes?hsLang=en#primo-umbrella)
    - [Primo Payroll](https://help.accentra.co.uk/en/knowledge/release-notes?hsLang=en#primo-payroll)
- [Primo Payroll](https://help.accentra.co.uk/en/knowledge/primo-payroll?hsLang=en#main-content)

    - [Setup](https://help.accentra.co.uk/en/knowledge/primo-payroll?hsLang=en#setup)
    - [Running Payroll](https://help.accentra.co.uk/en/knowledge/primo-payroll?hsLang=en#running-payroll)
    - [Auto-Enrolment](https://help.accentra.co.uk/en/knowledge/primo-payroll?hsLang=en#auto-enrolment)
    - [RTI Submissions](https://help.accentra.co.uk/en/knowledge/primo-payroll?hsLang=en#rti-submissions)
    - [Integrations](https://help.accentra.co.uk/en/knowledge/primo-payroll?hsLang=en#integrations)
    - [General](https://help.accentra.co.uk/en/knowledge/primo-payroll?hsLang=en#general)
- [Accentra](https://help.accentra.co.uk/en/knowledge/accentra?hsLang=en)

- [Default HubSpot Blog](https://blog.accentra.co.uk/blog)

[![Chill listening crop-3](https://help.accentra.co.uk/hs-fs/hubfs/Accentra%20Round%20Logo.png?width=23&height=24&name=Accentra%20Round%20Logo.png "Chill listening crop-3")](https://accentra.co.uk)

© Copyright 2021 Accentra Technologies Limited.

Copyright © 2026, Accentra Technologies Limited