Opt out of auto enrollment

Hi LisaSweeting, thanks for joining the Community.

Please check that you have followed the full steps below to opt your employee profile out of a pension scheme:

1. Go to your Employee profile.
2. Select Workplace Pension.
3. Turn off the Enrolled in pension toggle.
4. Choose Opt Out.
5. Enter the effective opt-out date.
6. Save.

 If this is a valid opt-out (you can confirm this with the pension provider) then any pension contributions deducted will be auto-refunded on the next available payroll run in QuickBooks. 

Get back to us below if you have any further queries. :) 

Hi there, thanks for this. I have already followed these steps and on the system it says I am opted out as of the end of August, but when I've just gone to run payroll its still deducting payments. 

Thanks for getting back to me - if any draft payroll was ran before changing the employee pension settings, please delete this and then run the payroll for the period as new. 

Please also double-check that the pension amount is deducting from the pay and not adding to this (if the amount appears with a minus symbol in front, it will be refunding the deductions). 

Thanks so much, ah yes I see its actually adding it rather than deducting it. I am up to date now with my pension payments (its for myself, I am the employee of my company) so I don't want a refund I just don't want to pay anything more going forwards. Is this possible?

Hello  LisaSweeting, so normally once you opt out from pensions it will create a refund. If 

you opt out within a month of adding you to the scheme, they'll  get back any money already paid in.

You may not be able to get your payments refunded if you opt out later - they’ll usually stay in your pension until you retire. It's also stated in the pension regulator, this link here: 

Hello,

I am having a similar problem. I am trying to run payroll and one of the employees has opted out of the pension scheme. I have selected the opt out and included the opt out date on their profile. It also asks for a reference and I'm not sure what reference is required. However, when running payroll, pension is still being deducted from their earnings. Please could you help?

Many thanks

Hello MelanieTP, thanks for posting on this thread, is the deduction showing as a minus in front of it? If so this will be a refund for them.  I think the pension will still deduct if the opt out date is not within the payroll period. The reference is just for the buisness info for you personally. You can always ring ths uppsort line and do a screenshare with the agent on the phone to go oever everything. The line is open mon to fri 8am to 7pm and is free from any UK landline or mobile.