From October 2024 the following information is required for the pension contribution upload file if you are using salary sacrifice:
Column | Field Content | Data Type (max characters) | Example |
A* | NINO | Alphanumeric (9) | XX111111X |
B | Employee Name (this field will not be validated and is purely for information purposes) | Alphanumeric (200) | Peter Wilson |
C* | Date PRP Start | Date (dd/MM/yyyy) | 05/08/2024 |
D* | Date PRP End | Date (dd/MM/yyyy) | 11/08/2024 |
E* | Salary for PRP | Numeric (5,2) | 0000.00 |
F | Employer Pension Contribution (including Salary Sacrifice Contribution) | Numeric (5,2) | 0000.00 |
G | Employee Pension Contribution | Blank | |
H | Group Life Assurance | Numeric (5,2) | 00000.00 |
I | Employer Lump Sum (if required) | Numeric (5,2) | 00000.00 |
J | Employee Lump Sum (if required) | Numeric (5,2) | 00000.00 |
*Mandatory Fields
NB When saving the .csv file for upload there should be no titles or totals.
If your company uses Salary Sacrifice instead of employee contributions, all contributions should be entered into column F (including Additional Voluntary Contributions). Columns G should be blank.
This information should be extracted from your payroll software. Please refer to your payroll software guidance for information on how to do this.
Once extracted, the information should be arranged in the same column order as in the table above.