FOR ADVISERS ONLY
Delivering five star service
That's why our five star service is a mix of dedicated, experienced people and online technology which helps make setting up, switching, or managing a scheme as simple as possible for you and your clients.
Our industry recognised ratings
We’re proud to have received 5 stars for service two years in a row at the Corporate Adviser awards - the only group pension provider to achieve this.
You can request the Corporate Adviser Provider Service Ratings Report from the Corporate Adviser website to see why we received the top rating.
We've also been rated 5 stars for 13 years running for our pensions service at the Financial Adviser Service Awards - so you can be sure you and your clients are in safe hands.
Dedicated contacts
Your dedicated sales contact will work in partnership with you and provide useful insight to help identify opportunities to generate new business.
And our technical team will be there to help with even the most complex pension questions.
If you're transferring pension savings from an existing pension scheme, and choose to use our direct offer process, our transfer specialists will work with you and your client to ensure savings are moved over seamlessly.
We'll give them a dedicated implementation manager who'll provide personal support and guidance that ensures the scheme is set up for success from the very start.
They'll provide tailored online service training to suit each clients' individual needs, so that they can manage their scheme confidently online.
Once their scheme is up and running, your clients will then have a dedicated scheme owner who’ll keep a close eye on their scheme to ensure everything stays on track.
They’re just a phone call away if your clients ever need them.
If, at retirement, employees choose to take an income and go into drawdown, our at retirement team will be on hand to help them understand the information they receive in their retirement packs, and what their options are.
We’ll continue to support non-advised employees once in drawdown. Our drawdown governance service will check the level of income they’re taking to help them maintain a sustainable level of income. If it looks like they could run out of money earlier than they hope, we’ll contact them to let them know and give them options to get back on track. We won’t charge them to do this, and we’ll always refer them to a financial adviser if they need professional financial advice.
Online technology
Our dedicated, personalised service is backed up by easy to use online tools and resources. You'll have access to a range of tools including our financial planning tool, client review service and drawdown governance service - all of these can support your conversations when offering clients one to one advice.
Our online service lets your clients manage their pension scheme easily, run employee assessments and issue statutory communications. All while helping them meet their employer duties and TPR requirements.
Employees can access pension information through their employee hub or check their pension regularly through our mobile app.
Our online financial wellbeing service gives employees access to free financial education and guidance. This personalised experience is designed to help them take greater control of their financial future and understand when they could benefit from professional financial advice.
Find out more
To find out more about the service you and your clients receive with our workplace pension, speak to your usual Royal London contact.