Every company account has a few key steps to complete once you're signed in. Here's a quick, clear guide to get you set up.
Step 1: Set up your Thrive account
First up, create your Thrive account. Follow the prompts to get registered and into the Employer Portal. That’s where you’ll manage everything going forward.
Need help signing in? Here’s how to sign in for the first time.
Step 2: Add your team
With your account ready, it’s time to add your team’s details. Download the template and follow the steps in the portal to upload their info. This makes sure everyone’s pension details are logged correctly.
Need a hand? Here’s how to add your team to Thrive.
Step 3: Set up your pension
Next, you'll set up your pension scheme with Smart Pension through Thrive. You’ll get a simple introduction and clear instructions to launch your scheme. Once you’re done, you’ll get an email to confirm everything's in place.
More on this here: Setting up and launching your pension
Step 4: Sign the participation agreement
Once your scheme is launched, Smart Pension, our pension partner, will email you a participation agreement to sign. It’s a legal document but no printing or post needed. Just follow the link in the email to sign it digitally.
Want to read more? Learn about the participation agreement
All set? Head to your dashboard
Once everything’s complete, you’ll be taken to your Thrive dashboard. From here, you can manage your team, view pension contributions, and handle all the admin in one place.
Need support?
If you get stuck at any point, we’re here to help.
Contact Thrive Customer Support