Auto-Enrolment & Pension
Uploads

Every run, we assess employees against age and earnings thresholds to categorise Eligible, Non-eligible and Entitled workers. Postponement rules are applied where agreed, with clear start/end dates logged.

Joiner/leaver changes, multiple jobs and variable hours are handled so assessments remain accurate across periods.

We calculate contributions on your chosen basis (Qualifying Earnings, Basic Pay or Total Pay) and apply relief method correctly (Net Pay or Relief at Source).

Salary sacrifice, refunds and back-dating are processed with transparent payslip narratives and audit notes.

We track statutory communications, process opt-ins/opt-outs within scheme rules, and manage postponement windows. Refunds after valid opt-out are reconciled automatically in the next run.

All actions are captured in the AE log so you can evidence compliance at any time.

We generate provider-ready files (e.g., NEST, Aviva, Royal London, The People’s Pension) with the right formats, contribution breakdowns and member statuses. Errors are caught pre-upload with a reconciliation report.

Upload confirmations are stored with each pay period, alongside your payroll and RTI receipts.

We track your three-year re-enrolment date, re-assess eligible staff, re-enrol where required, and prepare the re-declaration to the Regulator within the deadline.

You’ll get reminders well in advance and a one-page summary of actions taken for your records.