Difference between revisions of "Links to pension providers"
From Catalyst
(Bulk update) |
|||
| (5 intermediate revisions by 2 users not shown) | |||
| Line 1: | Line 1: | ||
== Summary == | == Summary == | ||
| − | When you have chosen your Pension Provider for [[How do I | + | When you have chosen your Pension Provider for [[How do I prepare for automatic enrolment?|Auto Enrolment]], you will need to decide how to provide them with your Pension Contribution information. |
== More Information == | == More Information == | ||
| Line 9: | Line 9: | ||
* If you wish to upload a file to {{DataValue|Royal London}}, please click [[#Royal London|here]]. | * If you wish to upload a file to {{DataValue|Royal London}}, please click [[#Royal London|here]]. | ||
| − | If you intend to upload a data file for an alternative provider, please {{SalesContact}} for advice. | + | If you intend to upload a data file for an alternative provider, please {{SalesContact}} for advice. |
=== Manual Entry === | === Manual Entry === | ||
| − | You will need to add the Pensions Contributions report to your End of Period reports menu. | + | You will need to add the Pensions Contributions report to your End of Period reports menu. |
* Go to {{PayrollSettings|Report Details|End of Period}}. | * Go to {{PayrollSettings|Report Details|End of Period}}. | ||
* Move down the {{DataPrompt|Type}} column to the next free line. | * Move down the {{DataPrompt|Type}} column to the next free line. | ||
| − | * Type {{DataValue|S}} and press {{KeyPress| | + | * Type {{DataValue|S}} and press {{KeyPress|ENTER}}. |
* In the {{DataPrompt|Code}} column, enter {{DataValue|AUT}}. | * In the {{DataPrompt|Code}} column, enter {{DataValue|AUT}}. | ||
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ENTER}} and press {{KeyPress|ESC}} to exit the screen. |
| − | {{Note|text=If {{DataValue|Pension Contributions}} does not appear under the {{DataPrompt|Procedure Name}} column you may need to run a Platinum Software update to load the report into your system. Click [[Downloading a Platinum | + | {{Note|text=If {{DataValue|Pension Contributions}} does not appear under the {{DataPrompt|Procedure Name}} column you may need to run a Platinum Software update to load the report into your system. Click [[Downloading a Platinum update|here]] for instructions on downloading and running an update.}} |
For assistance {{SupportContact}}. | For assistance {{SupportContact}}. | ||
| − | Please click [[How do I | + | Please click [[How do I run reports at the end of a payroll period?|here]] for instructions on producing reports at the end of a Payroll Period. |
| − | + | ||
=== People's Pension === | === People's Pension === | ||
If you wish to output a file for uploading to The People's Pension, {{SalesContact}}. | If you wish to output a file for uploading to The People's Pension, {{SalesContact}}. | ||
| − | The file that can be output from Platinum meets their {{DataValue|Data Requirements - Full File Specification}}. Click [http://thepeoplespension.co.uk/resource-library/?audience_type=payroll here] to view this file on The People's Pension website. | + | The file that can be output from Platinum meets their {{DataValue|Data Requirements - Full File Specification}}. Click [http://thepeoplespension.co.uk/resource-library/?audience_type=payroll here] to view this file on The People's Pension website. |
=== NOW Pensions === | === NOW Pensions === | ||
If you wish to output a file for uploading to NOW Pensions, {{SalesContact}}. | If you wish to output a file for uploading to NOW Pensions, {{SalesContact}}. | ||
| − | The file that can be output from Platinum meets their specification for a {{DataValue|Generic Input File - Payroll Assessed}}. Click [http://www.nowpensions.com/resource/a-guide-to-generic-input-files-payroll-to-now-pensions-payroll-assess-2 here] to view this file on their website. | + | The file that can be output from Platinum meets their specification for a {{DataValue|Generic Input File - Payroll Assessed}}. Click [http://www.nowpensions.com/resource/a-guide-to-generic-input-files-payroll-to-now-pensions-payroll-assess-2 here] to view this file on their website. |
=== NEST === | === NEST === | ||
| − | If you wish to complete a Macro Enabled file for uploading to NEST, follow the instructions for [[Links to | + | If you wish to complete a Macro Enabled file for uploading to NEST, follow the instructions for [[Links to pension providers#Manual Entry|Manual Entry]] to produce the {{DataValue|Pensions Contribution}} report. Using the information on this report you will be able to complete the Macro Enabled file. |
{{Note|text=You will need to follow the online instructions provided by NEST to download a Macro Enabled Contribution file. They also provide instructions on completing and uploading the file [[https://www.nestpensions.org.uk/schemeweb/NestWeb/public/helpcentre/contents/managing-contributions-overview.html click]] here to go to their website.}} | {{Note|text=You will need to follow the online instructions provided by NEST to download a Macro Enabled Contribution file. They also provide instructions on completing and uploading the file [[https://www.nestpensions.org.uk/schemeweb/NestWeb/public/helpcentre/contents/managing-contributions-overview.html click]] here to go to their website.}} | ||
| Line 45: | Line 45: | ||
If you wish to output a file for uploading to Royal London, {{SalesContact}}. | If you wish to output a file for uploading to Royal London, {{SalesContact}}. | ||
| − | The file that can be output from Platinum meets their {{DataValue|Data Standards File Specification}}. Click [http://employer.royallondon.com/globalassets/docs/employer/ae-help-and-support/14g0670-pa-data-guide.pdf here] to view this file on the Royal London website. | + | The file that can be output from Platinum meets their {{DataValue|Data Standards File Specification}}. Click [http://employer.royallondon.com/globalassets/docs/employer/ae-help-and-support/14g0670-pa-data-guide.pdf here] to view this file on the Royal London website. |
Please specify if you intend to upload one file per period or a combined file for multiple periods, e.g if you pay weekly, are you sending one file per week or one file for the tax month covering more than one week? | Please specify if you intend to upload one file per period or a combined file for multiple periods, e.g if you pay weekly, are you sending one file per week or one file for the tax month covering more than one week? | ||
== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I prepare for automatic enrolment?]] |
| − | * [[How do I | + | * [[How do I set up a pension scheme in Platinum Payroll?]] |
| − | * [[How do I | + | * [[How do I run a payroll period?]] |
| − | * [[How do I | + | * [[How do I add pension company details to my pension letters?]] |
| − | {{KB_Tags| | + | {{KB_Tags|pension, workplace pension reform, automatic enrolment, auto enrolment, pension scheme, payroll, parameters, nest, now, people's pension, people's, peoples, royal london, manual data, contribution file}} |
| − | {{KB_PR}} {{ZN_Admin}} | + | {{KB_PR}}{{ZN_Admin}} |
Latest revision as of 06:30, 9 November 2019
Contents
Summary
When you have chosen your Pension Provider for Auto Enrolment, you will need to decide how to provide them with your Pension Contribution information.
More Information
- If you wish to enter the information manually, please click here.
- If you wish to upload a file to 'The People's Pension', please click here.
- If you wish to upload a file to 'NOW Pensions', please click here.
- If you wish to complete a Macro Enabled file for 'NEST', please click here.
- If you wish to upload a file to 'Royal London', please click here.
If you intend to upload a data file for an alternative provider, please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page for advice.
Manual Entry
You will need to add the Pensions Contributions report to your End of Period reports menu.
- Go to " Payroll Maintenance Options Payroll Settings Report Details End of Period".
- Move down the "Type" column to the next free line.
- Type 'S' and press <Enter>.
- In the "Code" column, enter 'AUT'.
- Press <Enter> and press <Esc> to exit the screen.
 | If 'Pension Contributions' does not appear under the "Procedure Name" column you may need to run a Platinum Software update to load the report into your system. Click here for instructions on downloading and running an update. |
For assistance Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page.
Please click here for instructions on producing reports at the end of a Payroll Period.
People's Pension
If you wish to output a file for uploading to The People's Pension, Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page.
The file that can be output from Platinum meets their 'Data Requirements - Full File Specification'. Click here to view this file on The People's Pension website.
NOW Pensions
If you wish to output a file for uploading to NOW Pensions, Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page.
The file that can be output from Platinum meets their specification for a 'Generic Input File - Payroll Assessed'. Click here to view this file on their website.
NEST
If you wish to complete a Macro Enabled file for uploading to NEST, follow the instructions for Manual Entry to produce the 'Pensions Contribution' report. Using the information on this report you will be able to complete the Macro Enabled file.
| You will need to follow the online instructions provided by NEST to download a Macro Enabled Contribution file. They also provide instructions on completing and uploading the file [click] here to go to their website. |
Alternatively use the information on the 'Pensions Contribution' report to manually enter pension contributions on NEST. This article may assist.
Royal London
If you wish to output a file for uploading to Royal London, Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page.
The file that can be output from Platinum meets their 'Data Standards File Specification'. Click here to view this file on the Royal London website.
Please specify if you intend to upload one file per period or a combined file for multiple periods, e.g if you pay weekly, are you sending one file per week or one file for the tax month covering more than one week?
See also
- How do I prepare for automatic enrolment?
- How do I set up a pension scheme in Platinum Payroll?
- How do I run a payroll period?
- How do I add pension company details to my pension letters?
