Using our online service
Our online service and auto-enrolment dashboards are designed to help you manage your workplace pension scheme efficiently and stay on top of your responsibilities.
Key information
- This page tells you about Royal London's online service including our auto-enrolment dashboard which is used to help you manage your scheme online.
- It will explain what you can do online and tell you about the differences in the types of auto-enrolment dashboard we provide.
- It will also give you information about what your employees can do online through their own online service.
What you can do using our systems
How much you can do online depends on the type of workplace pension product you have with us.
Here’s a quick rundown of the systems we offer:
Online service
This is the place where you can find out information about your scheme and information about your current employees who are enrolled in your scheme. It’s available to all employers who have a Retirement Solutions and Talisman GPS workplace pension scheme.
Auto-enrolment dashboard
Included as part of our online service, your dashboard helps you manage your ongoing employer duties.
These are only available if you have a Retirement Solutions workplace pension scheme.
Auto-enrolment dashboard
We’ve provided two versions of the auto-enrolment dashboard giving you the flexibility to manage some of your duties in house. We’ve called these our ‘payroll assessment’ and ‘full run’ systems.
Payroll assessment
Our payroll assessment system gives you a simplified dashboard that allows your payroll software or provider to handle employees’ assessments and the generation of their statutory communications. This means most of your automatic enrolment duties will be managed directly within your payroll system.
If you’re using our payroll assessment system, you won’t see duplicate requests to complete these tasks — streamlining your workflow and reducing the risk of duplication or errors.
Full run
Our software supports you in completing all your automatic enrolment duties including assessing your employees and issuing their statutory communications.
You shouldn’t need to use your payroll software to remain compliant. However, if your payroll provider also offers automatic enrolment functionality, they may expect you to complete these duties within their system as well.
Auto-enrolment dashboard tasks
Our auto-enrolment dashboard makes it easier for you to stay on top of your duties. You can find a list of what you can do using dashboard below.
Dashboard (payroll assessment)
- Make bulk employee personal details changes
- Manage opt in and opt out employees
- Re-enrolment communications
- Task reminders
- Automated opt out service.
Dashboard (full run)
- Assess employees
- Make bulk employee personal details changes
- Issue automatic enrolment communications
- Manage opt in and opt out employees
- Re-enrolment information
- Re-enrolment communications
- Task reminders
- Automated opt out service
- Record keeping.
Online service tasks
If your scheme's eligible to use our auto-enrolment dashboard, you'11 add your new employees and make contributions using the dashboard. With our online service you can manage your employees’ pension plan information. What you can do on online service will depend on the type of scheme you have.
Retirement solutions scheme
- View your scheme's details
- View your scheme's contribution history
- Make contributions
- Tell us about leavers from your scheme
- Add new employees
- View your noticeboard
- View an employee's plan fund value with split of funds they're invested in
- View fund factsheets and performance information
- View an employee's plan transfer value
- View an employee's plan death claim value
- Change basic employee details
- Create estimated retirement income quotes including "what if" scenarios
- View an employee's plan transaction history
- Print a plan summary for an employee's plan.
Talisman GPS scheme
- View your scheme's details
- View your scheme's contribution history
- Make contributions
- View your noticeboard
- View an employee's plan fund value with split of funds they're invested in
- View fund factsheets and performance information
- View an employee's plan transfer value
- Change basic employee details
- Create estimated retirement income quotes including "what if" scenarios
- View an employee's plan transaction history
- Print a plan summary for an employee's plan.
Older/Other schemes
- If you have a Talisman EPP, Talisman98 EPP or Crest pension scheme, you won't have access to online service.
How to register a scheme administrator for employer online service
If you’re in the process of setting up a new scheme, login details will be provided by your Implementation Manager to the individuals provided during your application.
If you have an existing scheme, you can use our online form to request a new pension scheme administrator.
Please note that we can only make changes to who has access to your scheme’s online information from an individual who is either a current registered scheme administrator or a person who holds a relevant position of authority within your organisation for example, an HR director.
Employee's managing their plan online
Your employees will also have access to their own online service. Depending on your scheme type and level of access they have. They can:
- View their plan details
- View their plan value with split of funds invested in
- View their fund factsheets and performance information
- Change basic plan details
- Create estimated retirement income quotes including "what if" scenarios
- View transaction history
- View their contribution history
- Print a plan summary
- Switch their investments.
They can also apply for and manage their Royal London Stocks and Shares ISA.
Your employees can use their online service log in details to access their plan information, tools and financial insights through the Royal London mobile app.
More resources to help you manage your scheme
Online service help
If you are having problems registering, or resetting your password, we can help.