Start your journey

Implementation steps

Use our quick links to navigate through the implementation hub.

  1. Start your journey
  2. Getting the details right
  3. Get your data ready
  4. Learn the ropes
  5. Run your scheme

Hub homepage

Your implementation manager will introduce themselves and tell you a bit about what's to come, answering any questions you may have.

During this phase

Your implementation manager will:

  • Contact you and your adviser to introduce themselves
  • Explain the implementation process
  • Arrange a call to go through your scheme fact find
  • Provide support material to help you get ready.

You'll need to:

  • Decide who you'll need to involve during the implementation process
  • Review the support materials below
  • Get ready for your scheme fact find call.

 

Support materials for this stage

We'll be with you every step of the way as we set up your scheme. Our support material explains what to expect. The links below open in a new window.

Your implementation plan

Easily see what we need from you, and what your implementation manager will do, as we set up your scheme.

Download leaflet (PDF)

Scheme fact find

You can use our scheme fact find document to help you prepare for your stage two call with your implementation manager.

Download guide (PDF)

What's next?

Next, we'll start to gather information to set your scheme up.