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How to create and delete a pension scheme

To ensure a responsible individual/admin user is able to create and delete a pension scheme on to the platform

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Written by Mintago Customer Support

Purpose: To ensure a responsible individual/admin user is able to create and delete a pension scheme on to the platform

Step by step guide:

Step 1: Log into Employer Portal

Step 2: Click on “Pension Management” on the left for a drop down and click on “Pension Management” and then click on “Add +”

Step 3: Please complete the following fields accordingly:

  1. Name i.e Scottish Windows 5%EE/3%ER

  2. Pension provider

  3. Calculation basis

  4. Salary Sacrifice

  5. Contributions details

  6. Additional voluntary contribution requests

  7. Employer contribution matching

  8. Then select “create” - it will then create you a new pension scheme

Step 4: Should you wish to delete, please click on “Deactivate Pension Scheme” once you have moved all the employees to a pension scheme

Step 5: Kindly perform a random check to confirm that the upload was completed successfully

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