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AE Pension Middleware

A. Key Features

  •  Conducts AE assessments each pay period
  •  Produces Comms. letters
  •  Produce pension deduction file
  •  E-files contribution returns to pension providers
  •  Generates payroll deduction files
  •  Auto triggered re-assessments
  •  TPR Declaration of Compliance data
  •  Option for Relief at Source or Net Pay Arrangements

B. Detailed Features

If you are a big corporate or pay bureau looking for a simple and fast AE middleware you have found it here.  The system is fully comprehensive  dealing  with all  aspects

of Auto Enrolment Assessment, Re-assessment, Pension calculation and e-filing the regular contribution to the pension providers.

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1.  Easy Migration of Employee Data

Your employee data can be easily migrated to aeExchange with our given template. Just follow the steps and given instructions you will be able to migrate from your current middle ware to our cost effective and much more feature rich system.

2.  Conduct AE Assessments Each Period

Regardless of your pay frequency the AE assessment will be done each pay period of your pay run for those employees who are not an ELIGIBLE employees. aeExchange will advise you of the assessment results weekly, monthly, etc in accordance to your pay frequency.
More details

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3.  Produce Comms. Letters

The Comms letters are automatically generated after the first assessment and subsequent re-assessments if there is a change to the previous assessed status. The content of the Comms letter is based on TPR's provided templates. Your company name, employees' names and the date will be imposed into the respective Comms letters in accordance to the assessment status. Should you wish you can add your company logo to the Comms letters.
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4.  Produce pension deduction file

The system will calculate the pension deduction file for you to submit it the pension provider you subscribed to in accordance to the file format that the pension provider will accept. The pension provider may accept the file in electronically or by CSV file upload.

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5.  Generate Payroll Deduction Files

The payroll deduction values aeExchange generates are based on the latest TPR stipulated deduction rates / threashold for pension calculations. This helps you to calculate your payroll accurately and with peace of mind.

6.  E-file Contribution Returns to Pension Providers

You can e-file your AE contribution data to NEST, Smart and SuperTrust Pensions with a click of the mouse. More pension providers' eReturn functions will be available soon. For those you cannot e-file you can download the data from aeExchange to upload to the respective pension providers.

7.  Timely Auto-Triggered Re-assessments

At intervals of every 3 years from your staging date you need to re-assess those employees who were eligible job holder but opt out of AE, aeExchange will automatically do this for you.

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8.  TPR Declaration of Compliance Data

This intelligent system will remind you to file your Declaration of Compliance within 90 days of assessment or re-assessments. Once TPR provides the e-filing facilities our system will help you to make your Declaration of Compliance return by simply clicking on a button.
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9.  Relief at Source or Net Pay Arrangement

The system will calculate your employees' pension contributions based on your choice, either for Relief at Source or Net Pay Arrangement contributions. Once you set it up and and give us your pensionable data we will calculate the contributions according to TPR's latest contribution rates.
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C. How does it work?

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To help you to use our AE Pension Middleware we have created a user manual & video to take you through it.
Please do give us your feedback on how we could further improve the user guidance.

A. User Manual

To Download the User Manual Click Here

B. Video Training

Watch the step by step Video training below

Step 1: Sign Up with aeExchange   Click for Video

Step 2: Sign in to aeExchange   Click for Video

Step 3: Setting Up a Pension Scheme   Click for Video

Step 4: Add Employee data using Spreadsheet   Click for Video
 Add Employee Manually   Click for Video

Step 5: Pension Data Upload using Spreadsheet   Click for Video
 Entering Pensionable Earnings data   Click for Video

Step 6: Downloading the Payroll Deduction file   Click for Video

Step 7: AE Contribution File - E-file   Click for Video
 AE Contribution File - Download   Click for Video

Step 8: Declaration of Compliance   Click for Video

Step 9: Comms. Letter Printing   Click for Video

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