Tools and services

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.

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

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