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Adding a new pension scheme administrator

To request additional user access for a new pension scheme administrator, please complete the form below. This will help us gather the necessary information to process your request efficiently. 

You should use this form if you fall under the below categories:

  • You are an existing registered admin from within the company scheme and wish to grant access to a new admin/3rd party admin.
  • You are a person who holds a relevant position of authority within the company who have a scheme with us (eg - HR director, finance director, or other senior manager) and wish to grant access to a new admin/3rd party admin.
  • You are part of a 3rd party company already linked to the company scheme with us and wish to grant new access to an individual within your firm.

Please note, if you are a 3rd party company and you are looking to set up access to a scheme for the first time, this instruction needs to come from the Employer so we can have sight of the authorisation from them. Once your company is attached to the scheme, we can proceed with instructions directly from 3rd parties for additional access to individuals to be given moving forward.

All fields are mandatory.

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Section 1: Scheme details & your details

Personal information collected on this form will be used to administer your request. To understand the detail of how we use your information you can read the privacy policy (opens in new window) or listen on 0800 085 8352.

Section 2: New scheme administrator details

This must be the user's workplace email address and not a group email address.
The mobile number is required for password reset purposes only. This information will never be held under any of the scheme records.
Would you like to add another scheme administrator?
This must be the user's workplace email address and not a group email address.
The mobile number is required for password reset purposes only. This information will never be held under any of the scheme records.
Would you like to add another scheme administrator?
This must be the user's workplace email address and not a group email address.
The mobile number is required for password reset purposes only. This information will never be held under any of the scheme records.
Would you like to add another scheme administrator?
This must be the user's workplace email address and not a group email address.
The mobile number is required for password reset purposes only. This information will never be held under any of the scheme records.
Would you like to add another scheme administrator?
This must be the user's workplace email address and not a group email address.
The mobile number is required for password reset purposes only. This information will never be held under any of the scheme records.

If you need to add any further administrators, please get in touch.

Dashboard Training

Once access is granted, we'll get in touch to discuss any dashboard training needs with them.

Section 3: User access changes

Are there any users whose access should be removed?

Please provide the following details.

Do you have another user whose access should be removed?
Do you have another user whose access should be removed?
Do you have another user whose access should be removed?
Do you have another user whose access should be removed?
Do you have another user whose access should be removed?

If you require further removals, please get in contact with us.

Has the decision maker of the pension scheme changed?

Please provide the following details.

Section 4: Communication preferences

Do you have any changes to communication preferences?
I confirm that I have the authority to request and remove dashboard administrator users, on behalf of my organisation.
I confirm that the above request to set up a new dashboard administrator user has been approved by an authorised individual within my organisation.

We’ll check the details of your instruction and we’ll then let you know within five to seven days.