How we work with you

We'll create the workplace pension that's right for you. And we'll make sure that setting it up and running it doesn't disrupt your business. Here's how we do it:

1. Getting to know your business

We find out everything we can about your company - how the business works, what matters to you, and what you look for in a business partner.

2. Working with your adviser

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

3. Understanding what sort of investment options you need

We give you a choice of funds, so your adviser can decide which ones will suit your employees. And we can help develop a communications plan to get your people interested and start them saving.

4. Putting the workplace pension in place

We appoint one person who will make sure the new scheme fits in with your existing systems and train up your administrators one-to-one.

5. Getting the workplace pension started

We appoint one person to set up member records and start regular contributions, and we'll send out Welcome Packs to all the members.

6. Keeping your employees engaged with the scheme

We can give you a dedicated person to help you with employee communications. They can help create a communications plan. And they can work with you to make sure it delivers what you need.

7. Making sure your workplace pension is delivering what you need

We give employees tools that will help them plan for the future, and information to help them see how their investment is doing. And we arrange regular contact with you and your adviser, so you can tell us what you need.