Learn the ropes
Implementation steps
Use our quick links to navigate through the implementation hub.
Learn how to run your scheme with a series of one-to-one training sessions with your implementation manager. They'll show you how to use our award-winning online service to complete your processes.
During this phase
Your implementation manager will:
- Arrange access to our online service
- Provide training and support on how to run your scheme online
- Give you a pre-filled Scheme Certificate (if appropriate)
- Help you with cyclical re-enrolment (if appropriate).
You'll need to:
- Join a series of one-to-one training sessions and watch our demo videos
- Start running your scheme online after your training
- Print, sign and store your Scheme Certificate within a month of your new scheme’s start date (if appropriate)
- Review the support materials below.
Support materials for this stage
Running your scheme through our online service should be easy. These support materials are designed to help you learn the ropes.
Access our online service
Manage your scheme and keep on top of your employer duties through our online service.
Online service hints and tips
Hints and tips to help you run your scheme using our online service.
Data templates
The data you supply us varies depending upon whether Royal London are assessing your workers and issuing the statutory communications needed to enrol your employees into the pension scheme (we call this a Full Run scheme), or if your Payroll system is doing it.
Here's a reminder of the schemes you can use (opens in new window).
It's really important your data is in the right format, so please click on the relevant link below to access the data templates you need.
Royal London full run scheme
| What data do I need to supply? | Template |
|---|---|
| New worker data | Download template (CSV) |
| Assessment data | Download template (CSV) |
| Contribution data | Download template (CSV) |
| Leaver data | Download template (CSV) |
| Updating workers | Download template (CSV) |
Payroll assessment scheme
| What data do I need to supply? | Template |
|---|---|
| New worker data | Download template (CSV) |
| Contribution data | Download template (CSV) |
| Leaver data | Download template (CSV) |
| Updating workers | Download template (CSV) |
What's next?
We'll make sure you are comfortable running your scheme.