Last updated 01 September 2026

Refunds

Use this page to check and manage an employee's pension refund. This includes whether it still needs to be paid or has been paid.

Go to Employees.
Select the required employee.
Select Pension.
Select Refunds.

Pension refund has not been paid

A refund displays only after it is added from Add Refund on the employee's pension settings, or from Pension refunds .

To edit it the refund amount, if required, select the Employee Amount.

For a NEST-connected scheme with retrieval switched on, a refund can be added automatically from a NEST refund notice on the Pension Notifications (Beta) tab. It displays as Outstanding until it is applied.

Pension refund not yet paid for the demo pension. £50 employee refund and £22 employer refund, both due.

Pension refund has been paid

The pension refund for both the employee and the employer displays on the pay run.

Pay run screen showing the pension refund amount for employees and employers.

The pensions refund screen showing the refund amount and the period it was paid.

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