Enrolling to a Pension Plan
In the Pension tab of the employee profile, you can assign an existing Pension Group to the employee.
On the right-hand side, you will be informed whether the enrolment is required or optional.
Note: If you are adding directors, make sure to set their employment type as director to classify them as non-eligible for auto enrolment.
Custom Contributions
If the employee has a customised pension contribution plan, you can enable the Custom Contributions toggle. After doing so, you can update the employee and employer % share or even choose a custom £ amount.
AVC: Additional Voluntary Contributions
For employees with AVCs, you can select the relevant Pension Group and the percentage % or amount £ that will be contributed extra by the employee and/or employer.
Importing Pension Details in Bulk
Using the Import Function, you can import pension details in bulk.
See Importing Employees into Buddy for Migration or Bulk Update for information on the importation mapping.
Opting Out and Re-Enrolling
Should an employee want to opt-out of a pension, you can click - Opt Out.
Select the opt-out date, and save pension.
After having opted-out, you are able to re-enroll the employee into a pension group at a later date.
Pension Refunds
Automatic pension refunds can be set within the Pension Auto-Enrolment Settings.
This will allow employees to receive a refund if opting out up to 6 months after enrolment.
Postponing Auto Enrolment
In the Auto Enrolment section, you can click Postpone, which will allow a 3-month period up which the auto enrolment can be postponed.
Deleting Pension Allocation
If you accidentally already enrolled or opted in an employee before adding a postponement date, you can delete the existing pension group
On the other hand, if payments were already made, opt-ing out may be the better choice to be eligible for refunds: Pension Auto-Enrolment Settings
Removing Postponement Date
Should the employee have already postponed, you can still click the Postpone button to remove or update the postponement date.