Simplifying auto enrolment

By making auto enrolment clearer and easier to understand, our aim is to support you and your clients in delivering a hassle free auto enrolment process.

Our experience of supporting leading household names (including Marks & Spencer, Asda, Alliance Boots and Tesco) through auto enrolment means we've become one of the top auto enrolment providers in the industry. We've used our experience to develop simple yet effective digital solutions that will assist your clients.

Online tools for employers

Our online tools to support you and your clients include:

WorkSave Choice

WorkSave Choice facilitates the employee decision making process and associated administration. It allows employees to:

  • View and amend their details
  • Find out more about pensions and investments
  • Opt out online if they wish to leave the scheme
  • Interact directly with us - saving employers' time

As part of the service, we can:

  • Issue enrolment notifications to employees or provide access to enrolment templates for employers
  • Organise employee refunds for those who opt out
  • Provide bulk refunds and reconciliation to employers for opt outs

Manage Your Scheme

Manage Your Scheme is a pension administration service designed to make it easier for employers and advisers to manage their scheme. With Manage Your Scheme you and your clients can:

  • Access WorkSave Select and handle the assessment of the workforce
  • View and manage scheme membership and employee contributions
  • Manage employee data including contribution data and payments
  • Access full fund statistics and performance
  • Obtain scheme management information and request governance reports

WorkSave Select

WorkSave Select helps employers identify employees who qualify for auto enrolment. With Select we can help with:

  • Identification of new eligible employees
  • Application of waiting periods
  • Providing auto enrolment assessment, audit and reporting information
  • If your client chooses to transfer their existing auto enrolment scheme to us we can help with eligibility assessment even after their staging date

For more information including cost and timeframes please speak to your usual Legal & General contact.

Online tools for members

We understand how important it is to ensure employees engage with their pension. Once employees are enrolled, we offer a range of View - online tools for members  to support them through their journey to retirement. 

Online tools for members include:

  • Manage Your Account
  • Retirement planner
  • Scheme website with access to pension information, tools, financial education to support the four key stages of their journey to their retirement
  • Boost your savings tool
  • How much will you need in retirement tool
  • An online financial wellbeing hub to further enhance our innovative member engagement proposition and the development of our ongoing, digital, customer journey

For more details on online tools for members, please visit Member engagement.