Online service
Our online service gives you access to your scheme dashboard which is designed to help you manage your scheme and keep on top of your employer duties. Find out more about what you can do and how to register.
How to register
Auto enrolment schemes
If you have an auto enrolment scheme, login details will be provided by your Implementation Manager.
Non auto enrolment schemes
For non auto enrolment schemes please contact our Web Support team on
What you can do
- View group scheme details
- Make basic changes to the scheme
- Process payments
- Change payment levels
- Tell us about leavers from your scheme
- Add new entrants
- View your noticeboard
- View employee plan fund value with split of funds they are invested in
- View fund factsheets and performance information
- View employee plan transfer value
- View employee plan death claim value
- Change employee plan details
- Produce estimated retirement income quotes including "what if" scenarios
- View employee plan transaction history
- View employee plan premium history
- Print a plan summary for employee plan
- View group scheme details
- Process payments
- Tell us about leavers from your scheme
- View your noticeboard
- View employee plan fund value with split of funds they are invested in
- View fund factsheets and performance information
- View employee plan transfer value
- View employee plan death claim value
- Produce estimated retirement income quotes including "what if" scenarios
- View employee plan transaction history
- View employee plan premium history
- Print a plan summary for employee plan
- View group scheme details
- Make basic changes to the scheme
- Process payments
- Change payment levels
- Tell us about leavers from your scheme
- Add new entrants
- View your noticeboard
- View employee plan fund value with split of funds they are invested in
- View fund factsheets and performance information
- View employee plan transfer value
- View employee plan death claim value
- Change employee plan details
- Produce estimated retirement income quotes including "what if" scenarios
- View employee plan transaction history
- View employee plan premium history
- Print a plan summary for employee plan
- View group scheme details
- Process payments
- Tell us about leavers from your scheme
- View your noticeboard
- View employee plan fund value with split of funds they are invested in
- View fund factsheets and performance information
- View employee plan transfer value
- View employee plan death claim value
- Produce estimated retirement income quotes including "what if" scenarios
- View employee plan transaction history
- View employee plan premium history
- Print a plan summary for employee plan
*If you have a Talisman EPP, Talisman98 EPP or Crest pension scheme, you won't have access to online service.
The noticeboard facility can help you keep track of any changes an employee makes to their plan. For example, it will show if an employee changes their address so that you can update your own records if needed.
Employee online service
Your employees will also have access to our customer online service. Depending on your scheme type and level of access you choose to give them, they can:
- View plan details
- View fund value with split of funds invested in
- View fund factsheets and performance information
- Change policy details
- Produce estimated retirement income quotes including "what if" scenarios
- View transaction history
- View premium history
- Print a plan summary
- Switch the funds invested in