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Pensions

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Override Pension Import in to the Pay Run

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Izzy Hayhurst about 6 hours ago in Pensions 0 New

3 month deferral also set as 3 pay periods for new employees

I have been advised to add as an idea. As we are a TV company we have employees that invoice (no tax or NI deduction and only assessed for AE Pension) which could have started 3 months ago but only just sent us the invoice. Currently Earnie (Iris)...
Guest 2 days ago in Pensions 0 New

View of AE letters once issued

Once an AE letter has been sent to an employee there is no way of viewing this again to see what was sent, so if there is a query, there is no record of the comms issued. Being able to view this within the mail logs would be useful. Particularly o...
Guest about 1 month ago in Pensions 0 Planned

Improve People’s Pension Integration – Merge Files & Fix AVC Mapping

Allow seamless People’s Pension submission when both Tax Relief and Salary Sacrifice schemes are active. Currently, two files are generated and must be manually merged since People's Partnership won't accept 2 files for one period. Also, fix AVC m...
Kelly Loh 9 days ago in Pensions 0 New

Combined pension export CSV

In Earnie we used to create a single combined monthly pensions export file for Aviva (Friends) for monthly and weekly paid staff. This was a simple process by selecting the to and from dates you wanted the file created for in 'create pension file'...
Julian Long 9 days ago in Pensions 0 Planned

Cyclical Re-enrolment - Bureau System

Same as the year-end process button, the perform re-enrolment button should not be visible to on client portal when they are bureau managed. They can press perform cyclical re-enrolment however we get no notifications or visibility that they have ...
Jennefer Willmore about 2 months ago in Pensions 0 New

Pension YTD Previous Years

Currently, the system displays Pension YTD figures for the current tax year on the employee record (Employee>Edit Pension>Pension YTD). It would be beneficial to also include YTD figures from previous tax years on the same page. Another Opti...
Shruthika Todupunuri 3 months ago in Pensions 0 Will not implement

Pension Reporting Options

We currently have options to stop reporting employee joiner and leaver actions to the pension provider. It would be great if we could also have the option to stop or exclude reporting of any refunds, as this would support smoother and more success...
Shruthika Todupunuri 4 months ago in Pensions 0 Future consideration

Employee and Employer Pension

The current payroll system merges employee and employer pension contributions in salary sacrifice cases, which does not meet pension reporting requirements. Pension providers require these amounts to be separated to ensure compliance. Currently, m...
Guest 2 months ago in Pensions 0 New

Example letters - Pension en-rollement

it would be helpful to be able to pull off an example PDF letter of the pension letters sent to employees. Many clients ask for copies of the letters that are sent to employees regarding their pension, and it would be useful to provide them a stan...
Guest 13 days ago in Pensions 1 New