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Pensions

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Consolidated Pension Uploads

Introduce new options to improve the flexibility of pension data uploads/sync files. The goal is to allow users to combine pension data from multiple pay runs into a single file or sync operation, which is particularly useful for businesses that p...
Ibrahim Raja about 1 month ago in Pensions 0 In Progress

ER NI Relief on all pension items

Currently the ER NI Relief can only be added to a whole scheme and is restricted to the first group added to an employee record. I have a client that has a salary sacrifice scheme that apples the relief to AVC's only so require the ability to have...
Adam Armiger 13 days ago in Pensions 0 New

Option to delay pension file uploads

It would be useful to be able to choose when the pension file are uploaded rather than as soon as finalising the payroll
Emma Kellett 15 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 2 months ago in Pensions 0 Planned

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 about 2 months 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 about 2 months ago in Pensions 0 New

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 3 months ago in Pensions 0 New

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 5 months ago in Pensions 0 Future consideration

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 4 months ago in Pensions 0 Will not implement

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 4 months ago in Pensions 0 New