For employers and accountants
Quick guides for employers and payroll teams
By Laura and 4 others5 authors61 articles
- What is a Declaration of Compliance and what information do I need to complete it?
- Do I still need to enrol someone who already said they want to opt out?
- Ceasing contributions vs opting out of a workplace pension / How to stop contributions for an employee
- Can employees who opted out opt back in?
- Will employees’ old pensions transfer to Penfold automatically?
- What happens if an employee leaves the company?
- Director or Auto Enrolment pension - which do I need?
- Can I schedule a Direct Debit payment to be taken on a later date?
- Closing previous workplace pension accounts
- How to set up a workplace pension without a Companies House number
- Historic / backdating contributions
- Is Penfold a Relief at Source or Net Pay scheme?
- Using EmployerIDs
- Employee contribution amendment reports
- I received a file ‘’ Action Required: Company Name ‘’ What is this?
- Can I change who will receive amendment reports? Who can see my data?
- Can I change when I receive my amendment file?
- Where can I send insolvency-related documents?
- How to close your company’s Penfold workplace pension scheme
- Making Workplace Pension payments via Bank Transfer
- Which file formats do Penfold accept?
- Which columns & values do we require for file uploads?
- National Insurance Number (NINO) - Managing Employee Information in Penfold
- New employee enrolment
- Processing employee contributions
- Pay Period Dates
- How to correct errors in your file
- When will the employer receive the opt-out refund amount?
- Understanding the 'Overdue' Status for Employees
- As an employer, how can I change my Direct Debit mandate?
- How to correct payroll/contribution errors?
- What is pension re-enrolment, and what do I need to do?