How do I sign up to the PensionSync Dashboard?

When you first log into PensionSync, you will be taken to a new Organisation Setup page. If you already have an account, this may already be populated with some of your existing account information. Please complete the details and add/update any information as required. Then click Sign-up.  

When you click Save on the below screen, you will immediately be signed up for all the great features of PensionSync. 

Please note that this includes Nest Direct Debit Approval - by default PensionSync will automatically approve payments to authorised Nest schemes for you, even if you haven't had this feature in the past. You can turn this feature off on a scheme-by-scheme basis if you prefer. 

 

Next, you need to Subscribe to PensionSync's monthly price plan. If you already have pension schemes connected to PensionSync, the system will automatically highlight the relevant plan in green for you, based on the number of pension schemes you have currently connected to PensionSync. The price plan will automatically update for you as you add / remove schemes, so you're always on the best plan for your business. 

To agree to the user terms and set up your Direct Debit, complete the Subscriptions and Billing pages shown below. Your first invoice will be issued 1 month after the end of your free trial period. 

 

If you need someone else to approve the Direct Debit, there is an option to provide their email address. 

Complete the Billing Details, for the contact who will receive the monthly invoices. You can tick a box to copy the Organisation Details you've already entered, if the Billing Details are the same. 

Click GoCardless DD Setup to use the simple GoCardless system to create your Direct Debit.

Note - If you already have a Direct Debit set up with PensionSync, you don't need to set up a new one, so you won't see the GoCardless DD Setup option. You'll simply have a Subscribe button to click instead.

Once complete, you will be redirected back to a success message in the Dashboard, as shown below. 

You're all done - enjoy using the PensionSync Dashboard!

To learn more about using the PensionSync Dashboard, check out the PensionSync Dashboard content in the help centre.