At your yearly review time, we’ll ask you to let us know if there are any changes to your employees salary, contribution rate and status, or to confirm there are no changes to be made. This ensures we send them their yearly statements with accurate figures.
If you're making a change to the contribution rate you should send this to your dedicated customer servicing team as they'll need to make the changes for you.
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'll process your employees statements.
• First name
• Last name
• National Insurance number
Optional fields (we only need this if there are changes to be made)
• Address line 1
• Address line 2
• Address line 3
• Annual salary
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'll 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.
Select: Yearly Review Changes to begin
• On the left hand side menu, select Yearly Review Changes.
• Select Confirm all changes complete.
• Click Continue.
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've received your final payment for that period, we'll process your employee's statements.
What you’ll need
Log on details for the Royal London Online Service & Auto Enrolment Dashboard.
Once you’ve confirmed all of your changes, and we’ve 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.