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
  • Review the support materials below