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.

Under the Scheme regulations, a Local Authority is deemed to be the employer of all the members that are employed in their maintained schools. They must therefore submit all the returns and contributions to us.

If a maintained school outsources to a Payroll Provider, the submissions and contributions must still be provided to us via the Local Authority. Maintained schools should ensure that they send their returns/contributions to their LA in sufficient time for them to send over to us within the required deadlines.