If you use our system to assess your employees, we'll tell you about any outstanding assessments so you can complete them before submitting your monthly contribution. Simply select the Perform assessment button to go to the Assess screen and complete the assessment.
Of course, you can continue to submit your contribution without completing the assessments if you want to. However, we recommend that you do this before you submit your contribution so that your pension scheme records are up to date and we can issue worker communications to employees who are eligible to join your scheme.
We've introduced colour coding to the Review schedule screen, so you can quickly see if anything needs your attention before you submit your monthly contribution. You'll find a quick summary of what these colours mean below.
If you use our system to assess your employees, we've added a new section to tell you about any employees who have a contribution on your schedule, but haven't been assessed yet. Simply select the Perform assessment button to go to the Assess screen and complete the assessment.
No - none of these changes will affect the way you make contributions. You can continue to submit your contributions in the same.
If you have any questions about these changes, please contact your dedicated customer service team.
We have more improvements planned and we'll tell you about them before they're introduced.