Scheme set up tasks
Once receiving your welcome email inviting you to log into the Thrive Employer Portal, you will be presented with onboarding tasks to complete your pension scheme setup.
Each company account has tasks to complete once they are logged into the Thrive Employer Portal.
Understanding Each Task for Setting Up Your Thrive Account
Step 1 - Create Your Thrive Account
To begin, you’ll need to authenticate and create your Thrive account. Follow the step-by-step instructions provided in the registration process. This ensures you have access to your Thrive Employer Portal, where you can manage all your tasks. If you encounter any issues during this process, be sure to check the help articles available on the Thrive help centre. If you need further support with this please click here: Signing into the Thrive Employer Portal for the first time
Step 2 - Add Employees
Once your account is set up, you will need to add your employees’ information to the Thrive Employer Portal. To do this, follow the instructions carefully for each step. This will ensure all necessary employee details are recorded for the pension scheme. For any support or questions regarding employee registration, you can refer to this article: How do I add my employees onto Thrive
Step 3 - Pension Setup
The next step is to set up and launch your pension scheme through the Thrive Employer Portal. You’ll be provided with an introduction to Smart Pensions and instructions on how to sign the participation agreement. Once you have read through the information, you can proceed to launch your pension scheme. Afterward, you will receive an email confirmation that the setup is complete. If you need more guidance on launching your pension, you can visit this article: How do I launch/Set up the pension.
Step 4 - Sign the Participation Agreement
The Participation Agreement is a legal document between your company and Smart Pensions. After you have launched the pension scheme, you will receive an email from Smart Pensions requesting you to sign the participation agreement. This document can be signed digitally, so there’s no need to print or send physical forms. Simply follow the instructions in the email to sign the agreement. For more information on this you can visit: Signing the participation agreement
Routed to Your Dashboard
After completing the above steps, you will be routed to your Thrive Employer Portal dashboard. Here, you will be able to access all your pension and employee information, and continue to manage your pension scheme from a central location.
Need More Help?
If at any point you need further assistance, Thrive provides a range of help articles to guide you through the process. You can always reach out Thrive Customer Support team for additional guidance or troubleshooting.