A perfect solution borne of a flawless Partnership

Our fully automated AE solution is made possible through partnering with Smart Pension to create an end-to-end solution for Bureaus and Accountants that delivers huge time savings right from the sign-up. With these two powerful digital platforms working together in the background, you will have practically nothing to do.

Smart Pension is a free Auto-Enrolment pension provider that has a 5-star Defaqto rating as well as being MAF accredited with Legal & General underlying funds.

The huge time-savings and your peace-of-mind comes at no extra cost!

Fully Automated AE Processes

  • Pension scheme sign-up
  • Payroll configuration
  • Assessment and categorization
  • Employee communication
  • Contribution calculations
  • Data transfer to and from pension scheme
  • Opt-out and opt-in requests
  • Opt-out refund processing

Manual/Semi-Automatic Processes

  • None

Benefits

  • Fully automated from sign-up to submissions, with zero manual intervention
  • Instant bulk sign-up direct from Primo Payroll to Pension Scheme
  • Once signed-up, compliance tasks are completed automatically in the background, with no manual intervention required
  • Instant and automatic data transfer between payroll and pension systems
  • All compliance activities performed automatically in the background
  • Multi-company compliance tracker screen across your entire client base, leaving nothing to remember or do!

How much extra does it cost?

Smart Pension may charge a monthly fee.

Visit the Smart Pension website