Yearly review guide

It’s important that you keep the data we hold about your employees up to date. This ensures we issue their annual statements with accurate figures.

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.

Confirming no changes

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

  1. Log on: https://employer.royallondon.com/secure/int/onlineservice/employer
  2. Select: Online Service from the top right hand tab of the dashboard
  3. Select - Scheme Information from the top left and then “Online Services” on the following screen for the scheme you wish to access




  4. Navigate to “Yearly Review Changes” on the left hand column



  5. Final Steps
    A. Choose the option “Confirm no changes required” 
    B. Press continue to complete this task



  6. What's next?
    Once you’ve confirmed there are no 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.

Changes to be made

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.

  1. Log on: https://employer.royallondon.com/secure/int/onlineservice/employer
  2. From the dashboard select: Workforce

  3. From the Workforce tab select: Update workers

  4. Update your data using a CSV file

    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

  5. Upload your CSV file
    • Click on Browse… to find your file
    • If you already have a template set up, you can choose the one you wish to update
    • Click import 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.

  6. Name your template
    You should name your template something that will be understandable later.
    This option is only visible when you are creating a new template.

     

  7. Confirm your headings for your template
    The headings from your CSV file will pull through, and will automatically match to the most relevant field.



    In this section, you can ensure the headings are pointing to the correct field. You will need to do this for all mandatory fields.



    Map all the mandatory fields then click Create Template at the bottom of the screen to start importing the file. 


  8. You should now see that your file has uploaded successfully

  9. Review your updates

    • Where you already have a template set up, you'll now see this screen. It shows what amendments have been made since the last update and advises you what you need to do.

    For any updates that can't be made you can view them by Clicking the Arrow  to the right which will give further details as to why we cannot update the details. Make any adjustments to your original file as necessary and go back to Step 5 to re-upload your edited file (You wont be required to make another template as your previous one will be saved).

    • Click on save updates to confirm changes



  10. We also require you to make sure that the contribution % rates we are holding for the members are up to date. To view the information we currently hold go to the Dashboard home screen and then click “Online Service” located at the top right of the screen



    On the following screen;
    A. At the top left click “Scheme Information”
    B. Click “Online Services”



  11. A. Click “Yearly Review Changes”
    B. Click “review and change policy details”
    C. Click “Regular Contribution Details” and then “Continue”



  12. If there are any contributions that need to be updated please send the details over to your relevant servicing team requesting that the information be updated.


    What Happens next?
    You will now need to confirm that you've made the relevant changes so Royal London can issue the Yearly Review Packs. Please continue to our “Confirming all changes complete” guide to learn how to complete this process.
  1. Log on: https://employer.royallondon.com/secure/int/onlineservice/employer
  2. Select: Online Service from the top right hand tab of the dashboard



  3. A. Click “Scheme Information on the top left hand side and then click “Online Services” to the right hand side of the screen.
    B. Click “Online Services” to the right hand side of the screen.
  4. Select:

    • On the left hand side menu, select Yearly Review Changes
    • Select Confirm all changes complete
    • Click Continue



    What's next?
    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.

Questions

If you have any questions, please contact your dedicated customer services team.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London EC3V 0RL.