Hi Jane,

Thanks for using Community Hub.

We would recommend the first option so there is a clear change over and audit trail of what happens in the program, and when reporting on pensions there is a clear distinction between what was deducted on which pension scheme as they will have different references.

The original scheme will have original joined dates whereas new scheme they should have a new join date, but assuming all employees will be going into the new scheme on same join date, you can use global changes to globally leave employees from the NOW scheme then globally join them to the SW scheme.

If this helps, please click Verify Answer.

Regards,

Andy
Sage UKI

Many thanks Andy, good to know there's a global changes option for this.  I've gone back to SW to ask which enrolment date they would expect before making any changes.  I will confirm what their answer is when I hear back.

Hi Andy you are correct and SW have confirmed they want 1st May as the start date.

I've followed the global changes link but it says I shouldn't use it as we have Sage 50 Payroll Pensions Module? 
Can you confirm?

Many thanks

Jane

Hi Jane, 

We wouldn't recommend the global change usually, as the assessment will assign the scheme, but when you're changing to another scheme, it is a manual process anyway, so this is fine to do in this case.

Andy