Implementation steps
Use our quick links to navigate through the implementation hub.
Getting you up and running
We're here to help make setting up your scheme as easy as possible.
Your implementation manager
Your dedicated implementation manager will guide you through setting up your workplace pension scheme. They'll take ownership and accountability for getting you set up, and will be on hand to answer any questions you might have. You can rely on them to train you and your team on our auto-enrolment dashboard, and they'll help make sure any pension savings are transferred over to us in a timely manner.
Know what system you're using
You'll have discussed with your implementation manager how you'd like to set up the management of your scheme using our auto-enrolment dashboard. Here's a reminder of the differences between the two ways you can do this. You may know these as 'payroll assessment' and 'full run'.
Payroll assessment system
If your payroll software or provider handles employees assessments and generates statutory communications, you're using our payroll assessment system. This means most of your automatic enrolment duties will be managed directly within your payroll system.
Royal London will:
- Facilitate employee opt-outs
- Maintain accurate records on your behalf.
This setup saves you from having to run processes in both your payroll system and the Royal London auto-enrolment dashboard—streamlining your workflow and reducing the risk of duplication or errors.
Full run system
If our software supports you in completing all your automatic enrolment duties, you're using our full run system.
With this setup, Royal London will:
- Assess your workforce for eligibility
- Send statutory communications to employees
- Manage employee opt-outs
- Maintain accurate records on your behalf.
You shouldn’t need to use your payroll software to remain compliant. However, if your payroll provider also offers automatic enrolment functionality, they may expect you to complete these duties within their system as well.