If you want to manage your company details, please follow the below instructions:

1 - Select the 'Menu' button in the top right-hand corner of the homepage. Then select 'Company Details' from the drop-down box. The following page will then appear.

Company

Make sure your company details are correct, and that you have signed the Participation Agreement.

Company Branding

Represent your company and personalise your employees' accounts with text and images to suit your company branding.

Letters and Documents

You can find a copy of your participation agreement and SPMT's deeds and rules here. All auto enrolment communications for employers are also stored here.

Direct debits

Contributions are paid using direct debit; you can set up your direct debit details here.

Payment history

View and download your previous invoices for contribution payments.

Account charges

View and download your previous invoices for account charges.

Users and advisers

You can list existing admins and signatories of the scheme or add new admins. Admins can be added to help manage the scheme with you. If your scheme was set up by your accountant, IFA or payroll agent their details will be displayed here. If you set up your pension but want a payroll firm to manage the scheme, you can send them an invite to allow them access to your account.

Notifications Centre

The notification centre allows you to define who will receive communications issued from Smart Pension.