How to sign up to other pension providers from Primo Payroll, via PensionSync. This article covers the steps for new and existing PensionSync users.
New Sign up (no pension scheme, no PensionSync account)
This is a guide for a new sign-up to a pension scheme using the PensionSync service.
Pension Providers: NEST, NOW, Legal & General , The People’s Pension (TPP), Aviva.
Procedure:
The sign-up process will have to be completed using two interfaces
(i) Primo Payroll
(ii) PensionSync’s Scheme Management Tool called SMT
A) Primo Payroll: Open the sign-up page
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Open the company in Primo Payroll
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Make sure Staging date is available or Click ‘Click here’ on the AE Panel on the right side of the home page to find the Staging date
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Click ‘Sign-up’ on the AE Panel on the right side of the home page
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In the dialogue box, you will have the option to select ‘Pension Counter’ services for Scheme sign-up (for a fee) or you can set-up the scheme yourself.
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Select ‘Providers using PensionSync’ and click ‘Sign-up’. (Note: Sometimes browser pop-up blockers may prevent this window from opening. If this happens you can click the address bar and allow the browser to open this site ‘Always’. You may then need to come back to the Sign-up page and click Sign-up once more).
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This will open the PensionSync Scheme Management Tool (SMT) Registration Screen. Fill-in your company details and click ‘Register’. Your PensionSync account will be created. Select the Pension Provider to which you wish to Sign-up. (For NEST, TPP, NOW & Aviva, it will re-direct you to the Pension Provider’s Website from where you need to sign-up a new pension scheme.
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If you still can’t access the SMT signup page, then go to
- If Employer, Employee List -> Click here to login to PensionSync SMT platform.
- If Bureau Company, Company List -> AE -> Login to PensionSync
This will open the SMT.
B) SMT: Set-up the following parameters
- Click the Dashboard -> New Scheme and enter the company details, correct PAYE scheme ref, signatory details, pension parameters, complete verification and submit the scheme.
- Once this is completed, SMT will wait for the authorization by your Pension Provider which can take up to 3-4 hours. This will be reflected by the status ‘Provider Pending’. On successful authorization, the status will change to ‘ACTIVE’.
C) Primo Payroll: Complete the sign-up process
- Complete the Sign-up process in Primo Payroll from the menu
- If Employer, Employee List -> Right side panel -> Click here to download the scheme details and setup the Payroll.
- If Bureau, Company List -> Bell icon -> AE tasks -> Awaiting Scheme Confirmation -> Retrieve Scheme
Existing User (has pension scheme, no PensionSync account)
Make sure you have already completed the steps in the help article: Initial Setup with Pension Scheme for Employers
This is a guide for setting up the PensionSync service if you are already registered with a pension scheme.
Pension Providers: NEST, NOW, Legal & General , The People’s Pension (TPP), Aviva.
Procedure:
A) Open the sign-up page
- Open the company in Primo Payroll
- Make sure Staging date is available or 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
- In the dialogue box, Select ‘Providers using PensionSync’ and click ‘Set-up Payroll Only’ and click OK
B) Set-up the following parameters
- Enter the Employer ID and select the Pension Provider
- Select the Pension calculation basis as chosen in your pension scheme. Also, mention if you have used postponement and Save.
(Note: Sometimes browser pop-up blockers may prevent this window from opening. If this happens you can click the address bar and allow the browser to open this site ‘Always’. You may then need to come back to the Signup page and click Signup once more). - This will open the PensionSync Scheme Management Tool (SMT) Registration Screen. Fill-in your company details and click ‘Register’. Your PensionSync account will be created.
- If you still can’t access the SMT signup page, then go to
- If Employer, Employee List -> Click here to login to PensionSync SMT platform.
- If Bureau Company, Company List -> AE -> Login to PensionSync
C) Authorising the Pension Scheme
- In the SMT, Account -> Authorisation -> Pension Scheme -> Click the link to ‘Authorise’ -> Enter the Pension Providers login credentials -> OK
- Wait for the pension scheme’s status to change from ‘Inactive’ to ‘Active’
D) Primo Payroll: Complete the sign-up process
- Complete the Sign-up process in Primo Payroll from the menu
- If Employer, Employee List -> Right side panel -> Click here to download the scheme details and setup the Payroll.
- If Bureau, Company List -> Bell icon -> AE tasks -> Awaiting Scheme Confirmation -> Retrieve Scheme
Existing User (has pension scheme, has PensionSync account)
Make sure you have already completed the steps in the help article: Initial Setup with Pension Scheme for Employers
This is for new companies using Primo Payroll who already have a Pension scheme created using a PensionSync account.
Procedure:
Please contact Accentra before you proceed setting up the pension scheme in Primo Payroll. Send an email to support@accentra.co.uk