It’s important that your records are up to date, so what do you need to do at your yearly review time?
To ensure your employees yearly statements contain accurate figures, we need you to submit any changes to salary, contribution rate and status. If there are no changes to be made, we need you to let us know that no changes are required.
Great, all you have to do is let us know that there are no changes, we show you how to do this on the next page. Then, once we have received your final payment for that period, we will process your employees statements.
What you’ll need
Log on details for the Royal London Auto Enrolment dashboard
Follow the simple steps in this guide to complete your annual review updates. Once you’ve done this, and we’ve received your final payment for that period, we will process your employees statements.
The information and format you need is:
• Title (Mr, Ms, Mrs etc.)
• First name
• Last name
• Address line 1
• Address line 2 (you may add additional address lines if necessary)
• Postcode (AA11 1AA)
• National Insurance number (AA11111A)
• Annual salary (Full numbers with no decimals, commas or £ signs)
Example CSV file
What’s a template?
A template allows you to keep workers in groups, for example head office and another location. This makes it easier to manage bigger schemes. When you make updates to your templates only data that has changed will update, all other data will remain the same.
You can select the check box circled below to create a new template.
You will see this option if you already have templates set up.
Map all the mandatory fields then click Create Template at the bottom of the screen to start importing the file.
On the following screen;
A. At the top left click “Scheme Information”
B. Click “Online Services”
• On the left hand side menu, select Yearly Review Changes
• Select Confirm all changes complete
• Click Continue
Once you’ve confirmed all of your changes, and we have received your final payment for that review period, the yearly statements for your employees will be produced and sent directly to them. We'll also produce an employer summary and send this to you for information.
If you have any questions, please contact your dedicated customer services team.