Online sevices
Our range of guides provide you with all the information you need to effectively use our online services.
Our range of guides provide you with all the information you need to effectively use our online services.
Manage Submissions
Manage Your Scheme Guide
Created to assist you with the preparation of joiner and contribution information that will need to be sent to us as part of auto enrolment.
Quick guide
This user guide has been designed to help you easily manage joiner and contribution submissions on our Manage Your Scheme.
Manage Submissions with Target Date Funds
This user guide has been designed to help you easily manage joiner file submissions where Target Date Funds are included.
Frequently asked questions
Our most common file error messages when completing contribution submissions and joiner submissions.
New joiners demo
Step by step online demo to submit your new joiner data to us through Manage Your Scheme.
New contributions demo
Step by step online demo on how to submit your contributions data to us on a regular basis.
Maintain enrolment demo
Designed to enable you to search for details of your scheme members and update member information before their first contribution is submitted.
Select Services
Interface guide
This guide has been designed to assist you in preparing employee information to send to us so that we can complete an assessment of your employee’s eligibility for automatic enrolment.
Interfaces guide (managed communications)
If applicable to your scheme, this guide outlines the information that you need to provide us so that we can issue your agreed auto enrolment communications.