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Automate pension management with our Xero integration

Process pension contribution files automatically with Penfold – available on the Xero App Store

Xero logo

Automate your pension management

Stop spending any time sorting contribution files or uploading them to a pension platform – just connect Xero to Penfold, the modern pension scheme you will love.

By using Xero exactly as you usually would, Penfold takes care of your pension processing duties – saving you time and resources, and allowing you to focus on what truly matters.

Penfold platform app alongside a smiling woman

Simplify your pension management

Connect Xero to Penfold for:

A zero-effort payroll integration

Completely automated pension contributions every time you run payroll in Xero

Hassle-free management

No more manual uploads or logging into multiple platforms – Penfold handles everything

No cost for professionals and employers

Ideal for payroll professionals, accountants, advisers and employers, all at no extra cost

People smiling with boxes of the Penfold platform to the left

How do I get started?

  1. Sign up to Penfold and get set up – if you haven’t already
  2. Log in to the Penfold platform with this link
  3. Click "Connect to Xero"
  4. Choose an Organisation to connect. If you manage multiple employers, start with one - you’ll be able to sync all the others once completed the first one
  5. Click "Allow Access" and you're all done!

Have a question? Contact Penfold for support.

Penfold platform on a laptop

Explore how to get set up

Connect Penfold and Xero today

Accountants and advisers

Get set up to manage clients with Penfold

✓ Time-saving processing platform
✓ Dedicated Account Manager

Sign up

Employers

Set up a workplace pension scheme

✓ Get started in a couple of minutes
✓ Enrol employees, process contributions

Sign up

Existing Penfold users

Already have access to the Penfold platform?

✓ We're so glad you're here!
✓ Connect Xero today

Connect Xero

Need more information?

If you need any helping getting set up – or connecting Penfold to Xero, reach out to us for any questions or tailored support.

Request information

With pensions, as with all investments your capital is at risk.

It’s important to compare providers’ fees and any guaranteed benefits when deciding on whether to transfer, and be sure that the investments available are suitable for you. If your employer is paying into your pension currently, transferring that pot may mean you lose out on their contribution.