Plan Sponsors

Plan Management

Managing your plan is easier than ever before because you have a choice of ways to do it:

Call your Relationship Director

It takes many different skills to set up and maintain a DC plan – as well as a lot of co-ordination. Your dedicated Relationship Director co-ordinates the whole process, so whatever your question or concern, they are the person to call. All our Relationship Directors are highly qualified pensions professionals, with many years of industry experience. They are supported by dedicated teams of specialists in each area of plan provision.

Online Service

If you like managing your plan online you’ll find PlanViewer extremely useful. It is intuitive and easy to use.
 
You can:

• check plan balances, contributions and transaction histories
• generate standard and ad-hoc reports, statements and download information
• monitor participation rates
• submit your contribution files online
• generate individual member statements
• add member data in bulk
• print individual member statements (only available on trust based schemes)

Regular communications

Our tailored communications provide you with a range of materials that let you see at a glance how your plan is progressing:

• Administration reports give you regular updates on your plan’s key statistics
• Client Communicator our quarterly newsletter – keeps you up to date on the latest news and views in the pensions and investment industry