Setting up your Smart Pension account

Welcome to Smart Pension

In order to get your account up and running, we need you to complete a few simple steps.

What do you need to do?
1. Complete the participation agreement and set up your Direct Debit by 31 May 2020.
2. Check that your scheme is set up correctly (check your start/staging date, re-enrolment date and define your pensionable earnings).
3. Check that your company details are set up correctly.

You can find step by step videos and guides at the bottom of this page to help you with these steps if you have any queries in the meantime please email welplanenquiries@smartpension.co.uk.

Please do not add any employees or issue any letters at this stage as this is something that we need to do as part of the transition from Welplan.

Your automatic enrolment duties continue to apply as normal, including your re-enrolment and re-declaration duties. This is the case whether your staff are still working or are being furloughed as part of the Coronavirus Job Retention Scheme. You can find more information from The Pensions Regulator about this here.

Uploading contributions

For information on how to upload your contributions, please take a look at the step by step video or guide at the bottom of this page. If you are still unsure please contact your payroll provider.

You need to continue to pay contributions up to and including May’s contributions to Welplan Pensions. All contributions from the beginning of June onwards should be paid to Smart Pension.

For weekly and fortnightly paid employees: if the pay date of the contribution is in May the contribution should be paid to Welplan Pensions. If it is in June it should be paid to Smart Pension.

EPSR Number

You may require an EPSR number to set up your payroll with Smart Pension or for your re-enrolment declaration. To find this please go to Menu then select Company Details, and click on the Company Details tile – the number can be found at the bottom of this page.

How will employees be notified of their new scheme?

After we upload your employees’ details, they will receive an automated activation email which will allow them to set up their new account.  

After the first contribution file is uploaded they will become an active member of the scheme and receive a welcome letter.

At the beginning of June, the trustee of Welplan Pensions will write to your employees to let them know that their accumulated funds in Welplan Pensions will be transferred to Smart Pensions unless they nominate an alternative provider.

Step by step videos

Contact us

If you have any questions please email welplanenquiries@smartpension.co.uk

If you are an adviser please email adviser@smartpension.co.uk.