Getting the details right
Getting things right first time makes it nice and simple for everyone.
Your implementation manager will gather all the important information to set your scheme up so it’s in line with your requirements. They’ll also discuss what materials we can offer to help raise awareness of your scheme with your employees.
During this phase
Your implementation manager will:
- Carry out a detailed fact find so they fully understand your requirements
- Prepare your pre-filled scheme application form, which is also your legal agreement
- Discuss how we can help you raise awareness of the new scheme
You’ll need to: 
- Join a call to confirm how your scheme will be set up
- Review, sign and return the completed scheme application form
- Review our online support materials and let us know what awareness communications you’d like to use
Support materials
To help raise awareness of the change of pension provider we offer posters, postcards and factsheets:
Awareness poster / postcard - Factsheet for workers that are contributing to the current scheme
- Factsheet for workers who have opted out or stopped contributions to the current scheme
- Factsheet for eligible workers that chose not to join the current scheme
- Factsheet for workers that have been postponed
These are issued to members of the existing scheme to let them know they’ve been re-enrolled:
We’ll issue these packs to any worker that you enrol into your scheme in the future:
Pension scheme website and welcome pack
Your pension scheme website
All employees will have access to a pension scheme website which tells them about their workplace pension.
Click to view
Member welcome pack
We’ll issue a welcome pack to everyone who joins the scheme. Inside they’ll find the details about their new plan with Royal London.
Download
We’ve provided some useful links if you want to know more about some of the technical aspects of your scheme set up:
- Our payroll help note gives useful information about making contributions
- Read our workplace pension factsheets to breakdown technical topics
- Refresh on your employer duties, including statutory communications and more
- Download our guide to default investment
What's next?
Next, we’ll help you get your data ready to send to us.
Go to stage 3