News articles
Smart Pension’s response to the Pensions Investment Review
Sharing our thoughts in the interests of transparency and further discussion within the industry.
Payroll toolkit
Designed for Accountants, IFAs and payroll companies. Explore and download useful tools to manage your client’s scheme.
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
A guide to fixing upload errors
How to set-up contributions and process payroll
How to set-up your employer account
How to close a Smart Pension account
How to make adjustments of refunds for payroll contributions
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.
and we’ll incorporate it into future improvements.