Smart Pension

Smart Pension Support

Help for employers managing a Smart Pension scheme

Employer support

Signing in as an employer

What your account name is, how to change it, and what to do if you've forgotten it.

Your account name

How to find your account name if you've forgotten it

Finding your account name

Signing in to your account

Access important tasks needed to complete setting up your pension scheme.

Scheme setup

Before your pension scheme is ready to accept contributions, we need you to complete a few simple tasks in your to-do list.

Your company to-do list

Learn how to digitally sign the agreement between your company and Smart Pension.

Signing the participation agreement

Learn how to set up a direct debit to pay pension contributions

Setting up your Direct Debit

This page describes the different types of pensionable earnings that you can choose for your scheme.

Pensionable earnings

Pension Scheme Registration Number (PSR)

Setting up a scheme

See how to list all employees in your pension scheme

List your employees

Learn how to add a new employee to your company

Adding a new employee

Using our template you can add multiple employees to your company

Importing Employees

Updating employee details

Within this tool you can add employees to groups or update contribution percentages.

Updating multiple employees and contribution percentage

Learn how to postpone the assessment date of your employee(s)

Postponements

Learn how to set up an automatic postponement period for all new members of your scheme.

Automatic Postponements

Managing your employees

Learn how to create a new group of employees in your scheme

Groups

Updating a group name

Things to consider if you wish to make one-off contributions for your employees.

Help your employees by boosting their pension savings

How to set up a payment solution if you don't have a UK bank account

If I don’t have a UK bank account, what payment solutions are available?

Frequently asked questions about our new pay now feature

View and edit contribution information for your employees

Understanding your contributions

Which employees are eligible?

There are two HMRC approved methods for paying contributions into a Pension Scheme.

Pension tax relief

If your payroll application doesn't calculate contributions, our tool can do it for you

How to calculate contributions with our assessment tool

How we take your contributions

Find answers to frequently asked questions about paying contributions by bank transfer

Our top frequently asked questions about paying contributions by bank transfer

How to apply to pay by bank transfer if you're unable to set up a Direct Debit mandate

Can I pay pension contributions using a bank transfer?

Our pay now feature gives you flexibility and control over when payments are taken from your bank account.

You can pay contributions into Smart Pension at any point in the month

Learn about 'week 53' and check if you need to make contributions for this tax period.

Week 53 contributions

How do I do a bonus exchange for my employees?

This guide outlines the steps to process adjustments and refunds for payroll contributions due to administrative errors.

How to make adjustments or refunds for payroll contributions

Review upcoming dates for employee contributions and identify any missed dates

Employee next pay period date report

Understanding what pay period data needs to be submitted to the pension provider

Pay period data submission requirements

Explaining how salary sacrifice works, with examples

How salary sacrifice works

Make the most of your Smart Pension employer account with key functionalities that keep your pension operations running smoothly, especially at tax year-end when reviewing your pension scheme.

Maintaining your Smart Pension employer account

An overview of key Auto-Enrolment and Statutory Maternity Pay calculations. This article does not cover parental leave pay. Please note that this article is only applicable to Smart Pension -…

Automatic Enrolment and Maternity Leave

This article explains how long it takes for your employees' pension contributions to clear and be invested, why you can only process one payment run at a time, and provides…

Pension contribution timelines and the investment process

Contributions and payroll

Learn more about PAPDIS files and the answers to some commonly asked questions.

About PAPDIS files

How to use a PAPDIS file to process your contributions

Uploading pre-assessed contributions

The most common errors with PAPDIS uploads and how to fix them

Fixing errors with your PAPDIS upload

See our detailed PAPDIS specifications, what you can do with PAPDIS, and assessment and event codes.

PAPDIS specifications and assessment codes

How to set up your Smart Pension account with Moneysoft

Smart Pension and Moneysoft (Payroll Manager)

How to set up your Smart Pension account with Xero

Smart Pension and Xero

Why has my PAPDIS file failed?

PAPDIS uploads

Managing company details

How to find and update your scheme details

Updating your scheme details

Choose who receives emails and other notifications about your Smart Pension account

Change who receives emails from Smart Pension

How to set up your pension scheme start date.

Updating your staging date or duties start date

How to add a company logo to your Smart Pension account

Personalising Smart Pension for your employees

View and add admins to your pension scheme.

Adding and viewing admins and signatories

Tips on Managing your company's admins and signatories

Updating and managing signatories and admins

How to close a Smart Pension account

Managing your profile

A guide to the how payroll providers use APIs to integrate with Smart and how to check if your provider provides integration

About API integration with Smart

Setting up your payroll API

How to set up your Smart Pension account with BrightPay

Smart Pension and BrightPay

How to set up your Smart Pension account with MyPAYE

Smart Pension and MyPAYE

How to set up your Smart Pension account with The Payroll Site

Smart Pension and The Payroll Site

API integrations

A guide to re-enrolling employees back onto your pension scheme.

Re-enrolling employees

Inform The Pension Regulator that your workplace pension is still compliant completing the re-declaration of compliance.

Submitting a re-declaration of compliance

Re-enrolment

A quick explanation on adviser invitations

What is an adviser invitation?

Learn how to send an invitation to an adviser so they can access your company pension scheme

Sending an adviser invitation

Learn how to revoke access to one of your advisers

Managing adviser permissions

Manage advisers

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