If an employee is not in the pension scheme it may not be appropriate to send information about that employee to the pension provider. This depends on whether the pension provider has the facility to help manage non-member assessment and communications:
Aviva, NEST, Legal & General and The People's Pension DO NOT accept details of non-members.
NOW:Pensions and Smart Pension DO accept details of non-members as they offer assessment and communication services for them.
IRIS Payroll Professional does not assign an "Assessed As" status to non-members, which allows pensionsync to recognise who they are. Pensionsync knows which pension providers accept non-members and which ones don't, so it knows whether to:
- Send the non-members to the pension provider (NOW:Pensions and Smart Pension)
- Discard the non-members before sending details of the active members only to the pension provider (Aviva, NEST, Legal & General and The People's Pension)
If an employee is discarded from the data feed because they are a non-member, pensionsync provides a notification on the Alerts dashboard to make sure you are aware. This helps to spot if anyone has been incorrectly left out of the pension scheme.
Brought Forward records and non-members
Sometimes an employee may be incorrectly flagged as a non-member because the payroll software isn't assigning an "Assessed As" status to the employee. If required, this can be manually set in the Brought Forward records.
Conversely, an employee could be incorrectly included as an active member if an "Assessed As" status has been set for them in the Brought Forward records. Sometimes that might happen if you have migrated historic pension records in to payroll and pre-populated the Brought Forward records for everyone. Non-members should NOT have an "Assessed As" status set in the Brought Forward records.