Run your scheme

Once you’re up and running, the personal touch doesn’t end there. Your implementation manager will suggest a review to make sure you’re confident running your scheme. Then, once you’re ready, they’ll pass you over to our dedicated servicing team who are just a phone call away if you need them.

During this phase

Your implementation manager will:  

  • Make sure you’re comfortable running your scheme
  • Answer any final questions you have
  • Give you an opportunity to feedback on your implementation experience
  • Introduce you to our dedicated servicing team

You’ll need to: 

  • Keep a note of the details for our dedicated servicing team in case you need them
  • Provide us with feedback on your experience so far, if you’re happy to do so

Support material

Things to look forward to

Take a look at our employer website and newsletter. They’ll help keep you up to date while running your scheme.

Keeping you compliant

There are also a few things you’ll need to do to meet your ongoing duties as part of running your scheme.  We’ll help keep you compliant with our online service and support materials.

  • Our online service will automatically issue your statutory communications at the point you complete your processes online.
  • Every 18 months, you'll need to re-confirm your scheme's certification. Our online service will generate this for you, and you'll need to sign and keep it in a safe place.
  • Every three years, you'll need to re-enrol any members who have opted out of your scheme and re-declare your scheme's compliance. We’ve a range of support materials that can help you with this when the time comes.