You’re nearly there. To finish setting up your pension scheme, you just need to sign the Participation Agreement. This is the legal document between your company and Smart Pension, the pension provider.
Here’s how to get it done:
1. Keep an eye on your inbox
Once your pension is live in the Thrive employer portal, you’ll get an email directly from Smart Pension. That email will include a link to your Participation Agreement.
Didn’t get it? No problem. Just contact our customer support team and we’ll get it sent again.
2. Read the Master Trust document
In the same email, you’ll find a link to the Smart Pension Master Trust document. It covers how the scheme works and your key responsibilities. It’s worth a read.
3. Sign the agreement online
Click the ‘Sign on Signable’ button in the email. You’ll be taken to a secure site where you can sign the agreement digitally. It’s quick and easy.
4. Do it before your staging date
This bit’s important. You’ll need to sign the Participation Agreement before your staging date. That way, you’ll have everything you need to complete your declaration of compliance on time.
Need a hand?
We’re here to help. Get in touch with Thrive Support and we’ll walk you through it.