Hi Amanda,

Thanks for using Community Hub

In Payroll, the only way the employer refund is recorded is by removing the year to date values for any employer contributions, for the employee who opted out.

If you use the Pensions Module to opt the employee out, your software removes these year to dates automatically. There's more on this process here how do I process opt-out/leave requests in the Pensions Module?

Or, if you process the refund manually, you need to manually remove these employer year to date values. We cover how to do this in our how to manually process a pension refund through enter payments guide.

In terms of receiving the money, you'd need to check the refund with the pension provider. I expect there'll be steps you need to take to document the refund in your Accounts software too, although I'm afraid I don't have information to hand here in the Payroll forum to advise on that.

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Regards,

John Howells
Sage UKI