The Sage 50 Payroll Help Centre has a step-by-step guide to export the files from Sage which you can use to assist you:

• Supporting you with The People’s Pension
• The People’s Pension – send pension data

If you’re using the pensions AE module, you can export the files from Sage by setting up a data exchange to send this automatically to us. The Sage 50 Payroll Help Centre has a step-by-step guide to setting this up:

• Set up Pensions Data Exchange
• Send pension data to The People’s Pension with Pensions Data Exchange Early Adopter

You can also direct members to our quick guide to Online Accounts. Here we explain how to get set up and what members can do to manage their savings.

It’s a great idea for members to get set up to keep track of their pension savings and access their pension money online.

Register for The People’s Pension

Our ‘Quick guide to signing up with The People’s Pension’ tells you everything you need to know to get started.

Please see our guides on how to sign up:

• Quick guide: Signing up with The People’s Pension
• Quick guide: Simply Comply – signing up with The People’s Pension

How long does it take to set up an account?

If you’re just setting up one payroll, sign up takes around 30 minutes to complete. The Simply Comply route is the simplest and quickest option and will take around 20 minutes.

What information will I need?

To sign up, you’ll need the following information ready:

• Employer’s name and address
• Company Registration Number
• Date of incorporation
• Staging/duties start date
• Total number of employees
• Tax basis for pension contributions
• Contribution levels and basis
• Bank account details
• Information about your payroll
• Company type

Our sign-up checklist explains everything you’ll need ready.

The pay period relates to the amount of time the employee is paid for, rather than the amount of time between payments (pay frequency). If an employee is paid weekly on a Wednesday for hours completed between Sunday and Saturday the previous week, the pay period is from Sunday to Saturday, not Sunday to Wednesday or Wednesday to Wednesday. The pay period should include the day the employee is being paid.

Examples of a pay period

Tom is paid a monthly salary in arrears, regardless of how many hours he works in the month. He’s paid on the 20th of April for work done from the 1st to the end of the previous month (March). Tom’s pay period runs from the 1st to the end of the month in which he is paid (1 – 30 April).

Sarah is paid a weekly salary and works 1-7 of April but is paid in arrears on the 8th of April for the work she carried out. Her earnings period is 1-7 April, but her pay period is 8- 14 April.

Sheree is paid weekly on March 25 for the hours worked from March 1 – March 31. His earnings period and pay period is from March 1 – 31.

Nish is paid weekly on a Friday for the hours worked during the week, beginning on a Monday and ending on the Sunday. His earnings period and pay period is from Monday – Sunday.

It is free of charge for employers signing up through a business adviser (a financial adviser, accountant, bookkeeper or payroll provider) or construction federation.

There’s no ongoing charges for employers, so no monthly or annual charge for employers to pay. The one-off set-up charge covers all the ongoing support businesses receive from us. This means we can continue to maintain high standards of service and support for new and existing customers.

• Visit the Online Services login page and select ‘Forgotten your password? Just click here to reset it’

• Enter the email address you registered with, then select if it’s your password, or both your password and memorable word you’ve forgotten. Once you’re finished, click ‘Request link’.

• We’ll send a link to this email address if it’s registered with us – usually this arrives soon, so check your junk email if you haven’t received this. Follow the instructions in the email to choose new login details and reset your access.

Please get in touch and we’d be happy to help.