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
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NOW: Pensions features and benefits
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brochure
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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 are broken down into the following categories: Staging/duties start dates and planning, Scheme selection, Scheme design and contributions, Payroll integration, Assessing workers, Postponement, Communications, Record keeping and reporting.
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Why NOW: Pensions for payroll bureaux
Our straightforward administration and a comprehensive package of support will help you set up and manage new schemes quickly and effectively. Find out all the great reasons to work with NOW: Pensions.
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Auto enrolment costs and charges
A two page document explaining some of the costs that may be associated with setting up a pension scheme, how to keep costs down and how much it costs to use NOW: Pensions.
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An introduction to auto enrolment contributions
The NOW: Pensions contribution models are designed to cater for all requirements, from those that want to comply with the legislation at minimum cost to those that want to offer their employees an enhanced benefit. In this document we outline your options.
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NOW: Pensions payroll bureau proposition
This document gives a short introduction into who we are and what we haver to offer. It provides Information around getting started with auto enrolment, working in partnership with NOW: Pensions, and the costs associated.
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brochure
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3 minute guide to NOW: Pensions
An introduction to NOW: Pensions briefly detailing our key services, investment proposition and presenting our Board of Trustees.
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brochure
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The NOW: Pensions investment approach
Information about NOW: Pensions investment proposition covering our investment strategy, philosophy and management. A useful document in gaining more information on how your money is being managed.
Please note we will be making some changes to this as of the 1st June 2016, please read our announcement of changes document for further details.
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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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Auto enrolment staging date calendar
This is a poster outlining the auto enrolment staging dates for 2017/18. Useful to display in the office as a reminder of when your clients will be staging.
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poster
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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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Understanding auto re-enrolment
This document describes the process an employer must follow roughly every three years from their staging/duties start date.
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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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brochure
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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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PowerPoint: Introducing your workplace pension
A presentation for employees which welcomes them to the scheme, explaining charges, contributions, additional voluntary contributions, opting out and more. You can present this to employees when they first join the scheme.
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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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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 - Bureau microsite management
This section includes logging in for the first time, creating additional users for the site, verifying client’s details, setting up client’s payroll details, importing client data, retrieving opt in and opt out data and viewing, amending employee Data and much more.
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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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Guide to setting up and using your payroll bureau microsite
A practical document guiding payroll bureaux through the initial set up of their microsite and includes: logging in for the first time, creating additional users for the site, verifying client’s details, setting up client’s payroll details, importing client data, retrieving opt in and opt out data and viewing and amending employee Data.
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Guide to setting up pay periods
Some payroll software providers operate on a tax week/month basis so there may be some work to do at the start of the tax year to ensure submissions from payroll software providers can be accepted by NOW: Pensions. Within this document you will find instructions for creating new pay periods and amending existing
pay periods for the 2015/2016 tax year.
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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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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.