How to Apply a Pension Refund

Net Pay Arrangement pension refund

1. Go to Employees in the left hand sidebar
2. Click into the employee in question
3. Click into the Pensions tab
4. Scroll down and click Change status
5. Opt the employee out of the pension on Pento (ensure the employee has opted out with the pension provider directly).
6. Create a Gross 'One-off' pay item called 'NPA Pension Refund' (Taxable only).
7. Add the pay item to the employee in the payroll.
8. Contact support to adjust the Employee & Employer Pension Year to Dates on the payroll.
9. The Employer Pension will be refunded directly by your Pension Provider.

Salary Sacrifice pension refund

1. Go to Employees in the left hand sidebar
2. Click into the employee in question
3. Click into the Pensions tab
4. Scroll down and click Change status
5. Opt the employee out of the pension on Pento (ensure the employee has opted out with the pension provider directly).
6. Create a Gross 'One-off' pay item called 'Salary Sacrifice Pension Refund' (Taxable & NI'able).
7. Add the pay item to the employee in the payroll.
8. Contact support to adjust the Employee & Employer Pension Year to Dates on the payroll.
9. The Employer Pension will be refunded directly by your Pension Provider.

Relief at Source Pension refund

1. Go to Employees in the left hand sidebar
2. Click into the employee in question
3. Click into the Pensions tab
4. Scroll down and click Change status
5. Opt the employee out of the pension on Pento (ensure the employee has opted out with the pension provider directly)
6. Create a Net 'One-off' pay item called 'RAS Pension Refund' (Net).
7. Add the pay item to the employee in the payroll.
8. Contact support to adjust the Employee & Employer Pension Year to Dates on the payroll.
9. The Employer Pension will be refunded directly by your Pension Provider.