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Adviser toolkit

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

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Adviser account and management

Setting up with Smart Pension and managing your client’s pension is easy.

Updating your adviser account

Manage your users

Managing your clients' accounts

Adviser invitations

Letter of Authority to talk to Smart Pension about my client's pension

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Payroll

We’re here to help you with processing contributions and payroll.

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Contribution and payroll questions you’ve asked the most

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PAPDIS uploads and error questions you’ve asked the most

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Learn about 'week 53' contributions

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Learn more about the payment and investment timeline

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How to make adjustments or refunds for payroll contributions

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What pay period data needs to be submitted?

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Direct Debit timeline and late payment notifications

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Closing a Smart Pension account

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Fixing upload errors

Set-up contributions and process payroll

Set-up an employer account

Payroll integration

Our platform integrates with all major payroll software. Search for yours today to see how we can connect seamlessly.

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