Apply a pension refund

Sometimes you may need to apply a pension refund if an employee is inside the pension opt-out window. To learn more, see The Pension Regulator's Opting out.

Before you begin

Ensure a pension refund is only applied if the employee is inside their opt-out window (one month from active enrolment).

Additionally, ensure the employee has opted out with the pension provider directly.

How to apply a pension refund

1. From the left side bar, select Employees.
2. Select the relevant employee.
3. Select the Pension tab.
4. Click Change status in the pension scheme box.
5. Select Opt-out.
6. In the Opt-out pop-up, select the pension type (Relief at source, Net pay arrangement, or Salary sacrifice) and enter the Opt-out date. Click Opt-out summary.
7. Confirm the opt-out by clicking Opt-out employee name.
8. Then, use pension overrides to correct the employee's pay. To learn more, see Correct pensions in UK Payroll.