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Pensions Self Service

Pensions Self Service

Keep compliant with complex pensions auto-enrolment legislation.

For anyone involved in rolling out pensions auto-enrolment to their organisation, there is a lot to consider. The legislation and auto-enrolment as a whole is complex, which makes preparation, planning, and solution selection no different. Our award winning auto-enrolment solution is helping our customers, large and small, to significantly reduce the administrative burden and cost. It is fully automated, placing payroll at the front and centre to ensure compliance.

Depending on the size and needs of your business, you can choose the level of functionality you require:

  • Employee self service
  • Call logging
  • Issue recording
  • Standard pension interface
  • Automated employee communications
SD Worx was ahead of the game with a very comprehensive, readily available offer. Its solution works through payroll, allows for employee self-service and integrates with our pension provider. It does everything we require.

Simon Hemmings, Head of Compensation & Benefits, ICAP Plc.

See how we’ve worked with WHSmith on auto-enrolment:

Workforce assessment

Automatically determine the status of your workers.

Our software will automatically perform the assessment of your workers each and every pay period, determining if they are eligible, non-eligible, entitled, in postponement, or already in a qualifying scheme.

Automatically enrol eligible jobholders

Pension contributions calculated and deducted as part of your existing payroll processing.

On assessment, anyone that is found to be an eligible jobholder will have the necessary postponement rules applied; and at the end of postponement be automatically assigned to the default qualifying workplace pension scheme in the payroll. Their contributions will be calculated and deducted as part of your existing payroll processing. Any relevant salary sacrifice treatment will also be applied to earnings at this stage.

Opt-outs and refunds

Automatically refund contributions in the next payroll.

Based on instruction from your pension provider, imported through a data file or manually keyed, the system will mark workers as having opted out and automatically refund their contributions in the next payroll. Scheme leavers outside of the opt-out window will have their contributions stopped.

Non-eligible jobholders

Easily handle opt-in and join requests from non-eligible jobholders.

Should you have any non-eligible jobholders wishing to opt-in to a scheme, or entitled workers wishing to join, these can be manually entered or imported through a data file. The contributions will be automatically calculated and deducted based on the relevant scheme rules.

Communications management

Produce and track employee communications.

Easily manage communication to all employees at each stage of the auto-enrolment process with automated legislative communications – configuring to the type of communication that will work best for your workforce.


View and manage pension options online.

Self-service allows employees to manage and monitor their auto-enrolment membership
and contributions online; including opt-in and opt-out processes.


Some of the benefits for Pensions Self Service include:

  • Ensure compliance with the complex auto-enrolment legislation – we worked closely with The -Pensions Regulator to develop the software.
  • Automatically identify and enrol relevant employees into the chosen pension scheme – reducing administration effort with little manual intervention required.
  • Easily exchange your employee data between payroll and your pension provider.
  • Implement auto-enrolment into your workplace with no disruption to your payroll processing.
  • Access to our pension expertise through our auto-enrolment knowledge centre – a forum for all of your FAQs.

Pensions Self Service Technology

  • We maintain the underlying cloud technology so you have no in-house IT installation or maintenance to manage.
  • Data stored securely and backed up with disaster recovery plans in place – whatever happens, your payroll and pensions will run as normal.
  • Optimised for all web browsers and tablet devices.
  • Legislation updates tested and released – you don’t have to worry about making changes, these are done automatically, meaning you’ll always be on the latest version of our software.
  • Self-service access to manage pension options and view pension deductions through online payslips.
  • Fully integrated with our HR and payroll software.