Our implementation process

When it comes to your client’s workplace pension, we believe they deserve the royal treatment. And it starts from day one.

Setting the scheme up right first time

We’ll assign your client their own dedicated implementation manager, who knows our workplace pension inside out. So you can be confident we’re putting them in safe hands.

They’ll guide them through our easy-to-follow, 5 step set up process:

  • Your client will have an initial call with their implementation manager to explain what’s ahead.
  • Next they’ll do a scheme fact find to make sure we have all the details right from the outset.
  • They’ll take the pain out of preparing data files by explaining what we need.
  • In a series of one-to-one sessions, they’ll teach your client how to use our online service to run their scheme.
  • And they’ll make sure your client is confident with everything, and answer any questions they may have

Our dedicated servicing team

The personal touch doesn’t end once the scheme’s set up – we’ll keep your client on track throughout the life of their scheme. Once the scheme set up's complete, their implementation manager will hand them over to our dedicated servicing team, so they know where to go if they need support.

Our servicing team aren’t a call centre. They’re a dedicated team, empowered to deal with your client’s queries until they’re resolved. And they’re aligned to your Royal London consultant, so they know your business and are there to help both you and your clients when you need them.

Running the scheme

Our online service lets employers manage their scheme from their desktop, and it creates their statutory communications. We can also support employers that want to use their own payroll system to run their scheme.

If they choose our online service, you'll have peace of mind that your client has everything they need to manage their scheme, and stay on top of their employer duties.

Regardless of what they choose, their implementation manager will provide them with all the training they need, and pass them over to our servicing team who are on hand if they need anything as they run their scheme.

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.