Setting up a Penfold Pension in Sage 50 Payroll

To create a new pension in Sage 50 Payroll, go to the Company menu and select Pensions.

You can select an existing scheme to edit, or click the “New” button to create a new one.

Here are the key pieces of information you need to set up your Penfold Pension:

Details	Description - Penfold Pension Type - Other (select Other, as GPP restricts some functionality you may need) Qualifying Scheme - Yes Qualifying Earnings - Optional - if ticked contributions will be calculated ONLY on earnings between £6,240 and £50,270 Salary Sacrifice Scheme - Optional - only tick if employees have entered into a Salary Sacrifice arrangement for this scheme
Employee	Contribution - enter the minimum Percentage rate that employees contribute to the scheme Deduct before tax - Penfold is a Relief at Source (RAS) scheme, so contributions are deducted AFTER tax and this should be UNTICKED
Employer	Contribution - enter the minimum Percentage rate that the company contributes to the scheme
Provider	Provider's Reference - this is the unique reference Penfold has assigned to the employer. It is usually PEN followed by your Company Number, and is also known as the Employer Pension Scheme Reference (EPSR) or EmployerID

This guide picks out the fields that you need to use to set up Penfold correctly. Sage’s own guidance including a full list of all fields and a demo video is available here.

How do I set Sage 50 up to produce the right data?

Sage 50 can produce a comprehensive standard pension data file, known as a PAPDIS file. You’ll need to ask Sage to install this report for you:

AE Report PAPDIS v1
Note that you will need to be using the Sage 50 Auto Enrolment Module to get this report

Once you are set up:

Each pay period, simply go to reports, select AE Report PAPDIS v1 and input the pay period you want to export a file for.
When exporting this file you should export it to XLS format and then save it as a CSV ready for upload (exporting directly to CSV results in the header row being missed off, which will cause an error when uploading).
Your can drag and drop your file(s) into the Penfold Platform in seconds.

If for any reason you can’t use this particular report, don’t worry. Penfold is very flexible and can accept any CSV file that contains recognisable column headers and at least the minimum data required. You may be able to use the same files you have used for other pension providers, such as Nest, for example, and there are templates available on the Penfold Platform in case you’re stuck.