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Categories Pension
Created by Sam Hibbird
Created on Oct 22, 2025

Separate YTD pension records for employees for each company pension scheme

One of our clients has recently switched pension providers from SMART to NEST. I need to move all of the employees over from the SMART pension scheme to the NEST pension scheme but keep their respective year-to-date separate between each scheme.

At the moment, when you remove an employee from one company scheme and enroll them into the new scheme, it automatically transfers their year-to-date pension contributions to the new scheme as if they had been a member all year and completely removes any record of them being enrolled in the old scheme.

Describe the Challenge Separate YTD pension records
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