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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 7 hours ago in Pensions 0 New

Pension contributions history defaults to most recent period regardless of period selected

This is more or a design flaw that needs to be fixed rather than a suggestion to add something new. Example: Current week is week 5 but I want to see the employee breakdown in the contributions file for week 1. Here is the process: Select 'Pension...
S Mackin 4 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

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 6 days ago in Pensions 0 New

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 13 days 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 about 2 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 4 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 3 months ago in Pensions 0 Will not implement

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 13 days ago in Pensions 0 Planned

NEST pension payment date

When uploading a nest pension file it comes up with an error saying that nest cannot match contribution as the payment due date is missing, please enter payment due date - you can't do this currently - can this be changed to include a payment due ...
Emma Kellett 25 days ago in Pensions 0 New