WFM UK: Pensions: Article Contents Page

Pensions Articles

Please use the links below to navigate to Pensions knowledge articles.

Each article also contains a link back to this contents page.

Set-up

• WFM - Setting up Users in the Pensions Module
• WFM - Creating a Pension Scheme
• WFM - Setting Up Alerts in the Pension Module
• WFM - Setting up a Pension Diary
• WFM - Creating Custom Reports in the Pensions Module
• WFM - Manually Enrol Employees into an AE Pension Scheme
• WFM - Creating a Non Auto-Enrollment Pension Scheme

Amendments

• WFM - Opting an Employee out of a Pension Scheme
• WFM - Opting an Employee into a Pension Scheme
• WFM - Amending an Employee Deferral Date & Update Pension Records
• WFM - Transferring Employee Pension Schemes & Worker Groups
• WFM - Overriding a Pension Contribution
• WFM - Overriding Pension Contributions [Access limited]
• WFM - Pension Override for Employees on SMP
• WFM - Adding a Pension Scheme Record
• WFM - Leaving a Pension Scheme
• WFM - Transferring a Pension Record
• WFM - Transferring Employee Pension Schemes and Worker Groups
• WFM - Transfer An Employee's Pension Scheme (Including Worker Groups) [Access limited]

Re-Enrollment

• WFM - Pensions Re-Enrollment

Other

• WFM - Pension Module - Troubleshooting/FAQs
• WFM - Definitions of Pension Permissions
• WFM - Sending Documentation from the Pension Module
• WFM - Fourth Bureau: 2019 Pension Phasing
• WFM - Sending Out Pension Letters
• WFM - Assessing Workers at Staging Date in the Pension Module