For employers and accountants
Quick guides for employers and payroll teams
By Laura and 4 others5 authors59 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
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?