Payroll Provider checklist

If you’re planning to use a Payroll Provider to support you in your administration of the Scheme, or switching providers, there are actions you need to do;

• Update your establishment’s contact details on your Employer Portal so we know who your chosen provider is
• Ensure new Delegation forms are provided – these need to include the Employer Portal Delegation form and the Multi Academy Trust Delegation form if applicable. They should be sent to EPRegistrations@teacherspensions.co.uk to be processed
• Your Delegation form needs to state that your establishment is linked to the new Payroll Provider’s 750 number (if they have one)
• Ensure an updated On-boarding form is provided to change the Payroll Provider’s contact details for your submissions
• If you’re submitting using Monthly Contributions Reconciliation (MCR), you should choose a provider who can support this. You’ll also need to pass on the Role Identifiers used within your establishment to the new provider, as these need to remain the same
• If you’re using Monthly Data Collection (MDC) to submit data, choose a provider who can support MDC whilst the on-boarding pause is in place
• Request all data from your current Payroll Provider. as you may not be able to have access to this once you’ve switched
• Check for any outstanding errors as these will stay with you as the employer and will need passing to your new provider if they require amendments through payroll
• If you submit under a 750, errors will require correction under the establishment/trust’s portal.

It’s important to remember that even if you choose to use a payroll provider, it’ll still be your responsibility as the employer to provide accurate data in a timely manner.

Therefore, all warnings or errors must be sent to you even if your Payroll Provider sends the submission.