Update or review pension settings
This topic details updating an existing pension scheme. Learn how to Create a pension scheme.
To update or enter more details about a pension scheme set up for your company:
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Open the relevant company.
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Go to Pensions.
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Select the relevant pension.
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Choose Settings.
On this screen, you can update the pension scheme details, including the Initial Enrolment Type. Choose from three options based on your pension type: Auto Enrolment, Contractual Enrolment, or Manual.
Multiple Roles pension assessment options
When Multiple Roles is active, an additional enrolment type becomes available: Single Employment Relationship (assessing multiple roles).
This option lets you choose whether to assess pension eligibility:
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Jointly across all roles, or
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Separately for each role
