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Payroll toolkit

Designed for Accountants, IFAs and payroll companies. Explore and download useful tools to manage your client’s scheme.
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Payroll hub

Everything you need to manage your clients scheme

Learn more

Client hub

Help your client and their employees get the most out of their pension

Learn more

Payroll hub

Switch your clients to Smart Pension

Help you and your clients get the most value from their workplace pension

Got a client you want to transfer to Smart Pension?
Set up a newly registered company today
Email template to help you signpost Smart Pension to your clients (WORD)
How Smart Pension can benefit advisers, employers and employees (PDF)
Pensions can be a pain for payroll – here’s how we can help

How to use your adviser account

All you need to know to get the most out of your Smart Pension adviser account

Getting started – the adviser home page
How to edit your account details
How to add, edit or delete users in your adviser account
How to view, manage or add new individuals or multiple clients
How to send an invitation to an adviser so they can access the company pension
How an employer can accept an invitation to add an adviser to their account
Managing company details in the Notification Centre  

If you provide a payroll service

Uploading and processing contributions, FAQs and errors

Search your payroll software to see how we can integrate with it
Contributions and payroll FAQs
PAPDIS uploads and errors FAQs
Closing an account
Learn about 'week 53' and check if you need to make contributions
Direct Debit / Pay Now
Other ways for non-UK based employers to pay

How to set up your payroll software link to Smart Pension

Select your payroll software to see how to set up

Brightpay
Xero
Quickbooks
QTAC Solutions
Moneysoft
Sage PDX
Sage 50

Auto enrolment legislation compliance

 All you to know to fulfil auto enrolment duties

Understanding late communications and when your client would receive them
I need to send a confirmation of compliance to The Pension Regulator

Support for IFAs

A pension that’s easy to recommend to your clients

Fund factsheets – access information about our range of funds
Investment report – read our latest quarterly investment report
Letter of Authority to talk to you about my client's pension

Client hub

Help your client and their employees get the most out of their pension

Help your client and their employees get the most out of their pension

Everything your client needs to know to manage the scheme and answer employee questions
Help your client’s employees learn about their pension and grow their savings

Couldn't find what you were looking for today?

We’re always looking to improve the payroll toolkit area of our website so please give us your feedback
and we’ll incorporate it into future improvements.