Workplace pension updates

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Listen to Fiona Hanrahan and Ryan Medlock in our latest podcast as they explore some of the practical steps that financial planners can take to embed responsible investment considerations within their advice processes.

Customers can now view and add beneficiaries to their pension plan using our mobile app.

We’re delighted to share news from the 2021 Workplace Pension and Automatic Enrolment Ratings from Benefits Guru.

We’re making some changes affecting overseas residents.

The income sustainability scores for Q2 2021 have now gone live. Here’s an update on what’s changed.

Incorrect employee contributions are being paid to employees’ pension plans on some of our Group Personal Pension and Group Stakeholder Pension schemes.

Our IGC has published its annual report which sets out the committees’ views on the value for money that we provide our workplace pension customers

We’ve introduced a new data security form to help protect the personal and sensitive data of your clients' employees.

Customers will soon be able to view any nominated beneficiary details on their workplace pension plan.

The last date for requiring a pension scheme to pay an annual allowance charge arising from tax year 2019/20 is 31 July 2021. Here we explain more about 'scheme pays' and what employers and their employees need to do.

We recently surveyed 2000 people to carry out research into pension tax. Over a quarter of Brits say they’ve never heard of tax relief and only 15% have a full understanding of tax relief on pension contributions.

Justin Corliss, Senior Development and Technical Manager, looks at the opportunities available to advisers in the workplace pension market.

We’re adding some additional checks to our ongoing servicing of workplace pension schemes. This will further tighten our money laundering controls needed to comply with the Fourth Anti-Money Laundering Directive (4AMLD) and may impact your clients' schemes or plans.

We’ve made it easy for your clients to engage their employees in their workplace pension.