Signing up with Smart Pension

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