Follow the steps below to set up Penfold as a custom workplace pension provider in the new Sage Payroll (Cloud / Online) platform.
Step 1: Log in and select your client
Log in to your Sage Payroll account.
Select the relevant client from your list.
Navigate to Payroll > Pensions.
Step 2: Complete the Workplace Pension Preparation steps
Sage provides a guided process under Workplace Pension Preparation.
Work through each stage until you reach Stage 3 – Review Pension Arrangements.
Step 3: Add the Penfold pension scheme
Under Stage 3, click Add new pension.
Choose Add your own pension.
Fill in the following details:
Pension name: Penfold Pension
Employer reference: PEN<Your Companies House number> (e.g. PEN12345678)
Address:
The Ministry
79-81 Borough Road
London
SE1 1DN
3. Select Add Group, and complete the following:
Group name: Penfold
Contribution method: Contributions deducted after tax
(Penfold operates a relief at source scheme)Scheme details:
Enter your chosen contribution percentages
Select Pensionable earnings basis
Tick Automatically enrol employees
Tick Qualifying scheme
Click Save.
Step 4: Enrol employees into Penfold
Go to Payroll > Employees.
Select Workplace Pensions.
Ensure Penfold is selected as the pension provider for each relevant employee.
Step 5: Process payroll and submit pension data
Process payroll as usual.
After payroll is completed, Custom Pension should appear on each employee’s payslip.
Finalise the pay run and click Confirm.
Go to Pension Submissions and export the CSV file.
Upload the file to your Penfold Employer Account.
❗️Note: Penfold uses the Relief at Source method—not Net Pay. This means contributions should be deducted after tax. Learn more here. ❗️