Our implementation process

When it comes to your workplace pension scheme, we believe you deserve the royal treatment. And it starts from day one.

Setting the scheme up right first time

We’ll assign you a dedicated implementation manager, who knows our workplace pension inside out. So you can be confident you’re in safe hands.

They’ll guide you through our easy-to-follow, 5 step set up process:

  • You’ll have an initial call with your implementation manager to explain what’s ahead.
  • Next they’ll do a scheme fact find to make sure we have all the details right from the outset.
  • They’ll take the pain out of preparing data files by explaining what we need.
  • In a series of one-to-one sessions, they’ll teach you how to use our online service to run your scheme.
  • And they’ll make sure you’re confident with everything, and answer any questions you may have.

Our dedicated servicing team

The personal touch doesn’t end once the scheme’s set up – we’ll keep you on track throughout the life of the scheme. Once it’s set up, your implementation manager will hand you over to our dedicated servicing team, so you know where to go if you need support.

Our servicing team aren’t a call centre. They’re a dedicated team, empowered to deal with your queries until they’re resolved.

Running the scheme

Our online service lets you manage your scheme from your desktop, and it creates your statutory communications too. It’ll make sure you’re on top of your employer duties, to give you that peace of mind.

Your implementation manager will provide all the training you need to make sure you can run your scheme, and our dedicated servicing team will be on hand if you need anything along the way.