How we work with you

We'll help you deliver the scheme that's right for your client. And we'll make sure that setting it up and running it doesn't disrupt their business. Here's how we do it:

1. Working with you

We work closely with advisers, to make sure we use our time and resources wisely. We take care of the administration and you take care of the advice, so that we're always working together effectively.

2. Getting to know your client's business

We research your client - how their business works, what matters to them, and what they look for in a business partner.

3. Creating their scheme

We'll offer you a range of funds, so you can choose the ones that will suit your client's employees. And we'll help you develop a communications plan that will get people interested and saving.

4. Putting their scheme in place

We'll appoint one person to put the scheme in place. They make sure it fits into your client's existing systems, and they train the scheme administrators one-to-one.

5. Keeping members engaged with the scheme

Our online tools and ongoing communication with employees will help them keep up to date with how their pension plan is performing.

6. Scheme Governance for the Employer

We'll formally review the scheme every year, working with you to make sure it's delivering what you and your client need.