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Support and Guidance

Using our online tools

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Manage Your Scheme (MYS)

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My Scheme Updates (MySU)

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Supporting your members

We've created templates to help you develop your own auto enrolment communications. Each template has been created using the guidelines issued by the Pensions Regulator (TPR). You can use the wording as it is, or amend it to fit your own brand.

General notice B

A waiting period notice for all members excluding active members of an existing scheme. This template explains the waiting period, eligibility, options and timescales.

General notice B (for Online Scheme Setup customers)

Waiting period notice

A waiting period notice for eligible members explaining the waiting period, and timescales around it.

Waiting period notice

Waiting period notice (for Online Scheme Setup customers)

Legal & General - Letter templates (legalandgeneral.com)

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Auto enrolment support

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Supporting your Auto enrolment journey

Scheme Registration - Register your pension scheme with The Pensions Regulator using the Government Gateway.​

Auto enrolment explained  - We've put together this detailed guide to help you understand auto enrolment and plan ahead.​

Step by step guide - A step-by-step guide to auto enrolment, who's responsible for what and timelines.​

Implementing Auto Enrolment - We share our experience and expertise to help smooth your implementation process.