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Please ensure a pension refund is only applied if the employee is inside their "opt-out" window. The Opt-out window is one month from active enrolment. Further guidance can be found here.
Net Pay Arrangement pension refund
- Go to Employees in the left hand sidebar
- Click into the employee in question
- Click into the Pensions tab
- Scroll down and click Change status
- Opt the employee out of the pension on Pento (ensure the employee has opted out with the pension provider directly).
- Create a Gross 'One-off' pay item called 'NPA Pension Refund' (Taxable only).
- Add the pay item to the employee in the payroll.
- Contact support to adjust the Employee & Employer Pension Year to Dates on the payroll.
- The Employer Pension will be refunded directly by your Pension Provider.
Salary Sacrifice pension refund
- Go to Employees in the left hand sidebar
- Click into the employee in question
- Click into the Pensions tab
- Scroll down and click Change status
- Opt the employee out of the pension on Pento (ensure the employee has opted out with the pension provider directly).
- Create a Gross 'One-off' pay item called 'Salary Sacrifice Pension Refund' (Taxable & NI'able).
- Add the pay item to the employee in the payroll.
- Contact support to adjust the Employee & Employer Pension Year to Dates on the payroll.
- The Employer Pension will be refunded directly by your Pension Provider.
Relief at Source Pension refund
- Go to Employees in the left hand sidebar
- Click into the employee in question
- Click into the Pensions tab
- Scroll down and click Change status
- Opt the employee out of the pension on Pento (ensure the employee has opted out with the pension provider directly)
- Create a Net 'One-off' pay item called 'RAS Pension Refund' (Net).
- Add the pay item to the employee in the payroll.
- Contact support to adjust the Employee & Employer Pension Year to Dates on the payroll.
- The Employer Pension will be refunded directly by your Pension Provider.