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

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.