From planning a new scheme implementation to providing daily support and information for established schemes, find out here about the services we offer to help you manage your scheme.
Scheme set up
For a successful scheme launch, it’s essential to get the basics right. Our team is highly experienced in making the implementation process as smooth as possible, from planning through to employee engagement, so we’ll aim to make sure your scheme gets off to the best start.
Setting up a new pension scheme means dealing with large volumes of information and employee data. We run a secure, efficient internal pension administration platform to ensure the safety and accuracy of your employees’ data.
Transferring
There are many reasons why you may be considering transferring your company’s pension scheme to a new provider. You may want to benefit from more efficient administration tools or be able to offer your members greater flexibility in the way they take their pension benefits.
Whatever the reasons, transferring an existing scheme requires careful planning. Our experience and support has enabled a smooth transition for thousands of employers setting up their pensions with us.
Our comprehensive service includes:
support with the transfer of assets from the old scheme
a direct offer process that allows us to approve the transfer promotion to employees
administration services
expertise for defined benefit/defined contribution hybrid restructures
technical support for pension restructures
Ongoing management
After it has been set up, we provide comprehensive support for the successful day-to-day management of your scheme. In addition to providing a dedicated relationship manager or scheme contact point, we offer:
an online scheme management system that makes administration straightforward
access to governance and investment reports for scheme reporting
a range of online tools and support to engage scheme members
assurance that the scheme continues to comply with legislative changes
Member engagement hub
We’re highly experienced in helping companies engage members with their workplace pensions. Find out more about the tools and features available to members in our hub.
Support
Supporting you and your scheme members
Our dedicated operations team will work with you on supporting the day-to-day administration of your plan including providing you with a consistent, personalised service to oversee the operational needs of your HR and payroll processes.
Meanwhile, on our member helpline, we take time to listen and understand members’ needs and provide a one-stop solution to their queries. Our helpline typically has over 100 colleagues assisting members between 8.30am and 7pm, Monday to Friday.
Online scheme management
Our Manage Your Scheme system is an online pension administration service designed to make it easier for you to manage your workplace pension. Among other things, it enables you to:
manage employee data (such as joiners and leavers)
obtain scheme management information and request governance reports
access fund statistics and performance
Scheme data
Access your pension scheme data with ease using our portal, My Scheme Intelligence (MySI).
MySI is a web-based platform that summarises key metrics like total contributions, members’ pension pot sizes and assets under management.
Information can be filtered based on gender, location, age and contributions over specific time periods to allow you to dive into the story behind the data. This helps you to use the member engagement expertise we provide to reach the right segments of your membership with the relevant, targeted messaging.
Help and guidance
Support and guidance site
Access useful information to support your day-to-day scheme management needs.
Campaign hub
Access our self-serve communications site to promote your scheme to your members at all stages of their savings journey.
This website is intended for professional audiences.
If you’re a member or employee looking for details of your pension plan, Manage Your Account is a simple way to keep track of your savings online.
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