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Ideas Portal
Status Future consideration
Categories Pensions
Created by Jo Thrupp
Created on May 8, 2024

Pension upload files

Please can a change to be made to upload files where 2 different pension rules could be included on 1 file. (This is a Peoples Pension file I am using but may be useful on other providers too)

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  • Jennefer Willmore
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    Dec 20, 2024

    This is key enhancement that is needed. Peoples Pension require one file for the API to work so where we have clients with both relief at source and salary sacrifice pensions, we cannot use the API and have to manually export, combine and upload.