Resource Library - About NOW: Pensions
These resources will guide you through everything you need to know about NOW: Pensions and what we offer to our clients and members
Resource Library - About auto enrolment
This section offers you a full guide to everything you need to know about Auto Enrolment and your responsibilities, whether you are an employer, payroll bureau or an adviser.
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An introduction to auto enrolment
A guide to help explain the rules and regulations around auto enrolment including summary of auto enrolment, eligibility of a workforce (eligible jobholders, entitled workers and non-eligible jobholders), timings, member costs and postponement.
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Step by step guide to auto enrolment
This step by step guide will help you understand what is expected of you and how employees may be affected. The steps a broken down to the following categories: Staging dates and planning, Scheme selection, Scheme design and contributions, Payroll integration, Assessing workers, Postponement, Communications, Record keeping and reporting.
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Understanding auto re-enrolment
This document describes the process an employer must follow roughly every three years from their staging date.
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Initial and ongoing employer duties
A two page document displaying an employer’s roles and responsibilities, post their auto enrolment staging date including information on postponement, the first payroll file submission and information required for the declaration of compliance with The Pensions Regulator.
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Resource Library - Signing up
Documents in this section will help you sign up to the NOW: Pensions scheme, set up your Direct Debits and help with communications.
Resource Library - Employer portal set up
Find out how to login, verify company details, employer/admin role account setup, setting up your payroll, postponement decisions and importing employee data in this section.
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Guide to setting up and using your employer portal
This is a document guiding employers through the initial set up of their employer portal and includes: logging in, verify company details, employer/admin role account setup, setting up your payroll, postponement decisions and importing employee data.
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Payroll calendar upload template
A template that can be used to bulk upload your payroll timetable. The bulk upload facility allows you to create multiple pay periods in one go. We would suggest that you have a minimum of 3 and a maximum of 12 month’s worth of future pay periods set up at any one time.
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template
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Resource Library - Employee communication
Everything an employee needs to know about auto enrolment and the NOW: Pensions scheme can be found here. Including some useful templates for to help you communicate with them.
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An Employee’s Guide to Auto Enrolment
A succinct easy to read guide which explains auto enrolment from an employee’s perspective.
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Member booklet
A booklet provided to members of the NOW: Pensions scheme explaining how their money is invested, transferring in other pensions, charges, who to contact and frequently asked questions.
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Template: Tell your employees auto enrolment is coming
A letter which employers can give to their employees outlining when they will be auto enrolled, who is eligible to join and letting them know that NOW: Pensions will be looking after their scheme.
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template
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PowerPoint: Introducing your workplace pension
A presentation for employees which highlights: What is auto enrolment, why it is happening, how does it affect me, when will I be auto enrolled, costs, when and how can I take the benefits, what if I don’t join and information about NOW: Pensions.
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template
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Template: Tell your employees auto enrolment is coming
A letter which employers can give to their employees outlining when they will be auto enrolled, who is eligible to join and letting them know that NOW: Pensions will be looking after their scheme.
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template
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Information poster suite
This is an employee education poster package highlighting different auto enrolment messages with contact details (web and phone). Useful for employers to display in their workplace to educate their staff who would like more information on the new legislation.
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poster
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Expression of wish form
This document is for members to fill in outlining how they would like to allocate their scheme benefit should they pass away.
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form
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For members: What can you do with your pension pot
A two page document explaining the new pensions regulations on freedom and flexibility in retirement that came out on 6th April 2015 and the options that are available.
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For members: Your pension’s key features
A summary of the key points employee’s need to know about their pension. It includes a brief description of auto enrolment, how the pension arrangement works, what tax relief means, how much their pension will cost and frequently asked questions.
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A member’s guide to investments
This education brochure details how NOW: Pensions manages a member’s pension savings and how we invest employer and employee contributions. It also includes information on how we look after the money now and in the future.
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Resource Library - Employer portal management
This section contains everything you need to know about managing your NOW: Pensions employer portal.
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Net pay top up – how it will work
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Guide to the generic input file (payroll assessing)
This document is to be used where payroll is undertaking the assessement and is to be used to help you identify the information that should be included on the generic input file including the specific format required for each column so that it can easily be uploaded into the NOW: Pensions portal.
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Guide to the generic input file (NOW: Pensions assessing)
This document is only to be used where NOW: Pensions is performing the assessment functions. Within it you will find the information that is to be included in the generic input file when uploading it to the NOW: Pensions employer portal.
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Guide to the generic input file (voluntary scheme)
This document is for those who have selected a voluntary scheme. It is to be used where payroll is undertaking the assessement but the file being used has no headers. It is to be used to help you identify the information that should be included on the generic input file including the specific format required for each column so that it can easily be uploaded into the NOW: Pensions portal.
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Keep it clean: The dangers of dirty data
This document will help you understand the importance of keeping data clean and how you might overcome data discrepancies.
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Re-enrolment – Updating your NOW: Pensions portal
This document provides guidance on where the NOW: Pensions portal holds your re-enrolment date and and how to update it
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Guide to avoiding data duplications
This document helps identify any potential problematic data to ensure that employee records are not being duplicated and employees are not being paid twice.
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Guide to the generic output file
This document explains the different columns and formatting to be included in the file which is exported from the NOW: Pensions portal.
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Payroll calendar upload template
A template that can be used to bulk upload your payroll timetable. The bulk upload facility allows you to create multiple pay periods in one go. We would suggest that you have a minimum of 3 and a maximum of 12 month’s worth of future pay periods set up at any one time.
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template
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Your data files explained
The purpose of this document is to help employers understand what a good file looks like so they can understand how errors can happen, why they can cause problems and how to fix these problems with they arise.
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Guide to common errors and warnings
This guide highlights some of the most frequent errors (in no particular order) encountered when uploading payroll files in the NOW: Pensions portal and provides guidance to overcome these issues should they arise.
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Resource Library - Reports & white papers
This section contains an interesting collection of policy findings, reports and white papers.
