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1. Submit notice of account closure
We require 30 days’ notice, from the listed signatory, to proceed with the account closure, as per the Smart Pension Master Trust rules. The only exception is if the account has no current employees, when no notice will be required.
Please complete this contact form to notify us of your request.
When contacting Smart Pension, please be prepared to provide the following details for data protection purposes:
2. Ensure your account is up to date
To avoid any delays, please make sure that all contributions are up to date, or that there is an active Direct Debit in place to collect outstanding payments. Additionally, all service charges should be paid up to date.
3. Review your responsibilities post-closure
Even after closing your Smart Pension account, you may still have obligations if you employ workers.
You can ensure compliance with automatic enrolment legislation by maintaining records of assessments, communications and enrolments for up to six years.
Additionally, you should keep records for up to four years of workers who have opted out or ceased membership of the workplace pension scheme. You may also have to complete a declaration (or re-declaration) of compliance for The Pension Regulator, as required.