Getting started

For more information and advice on joining the scheme, please complete and submit the enquiry form below and a dedicated team member at Lucas Fettes will call you back.

If you wish to discuss your options first, please contact the Lucas Fettes team on: 0845 357 8910 or NCVO@lucasfettes.co.uk

A simple joining process

It's easy to set up an NCVO workplace pension scheme, just follow the steps below:

1. Submit an enquiry form online to Lucas Fettes & Partners with your interest in joining the scheme.
2. Lucas Fettes will contact you to confirm all details.
3. Lucas Fettes will issue a report together with the forms required to proceed.
4. Once forms are completed and returned to Lucas Fettes, they will be forwarded to Scottish Widows.
5. Scottish Widows will establish your workplace pension scheme and mymoneyworks.
6. Scottish Widows will contact you to arrange the collection of member data.

Simple group pension scheme set up

Setting up and administering your group pension scheme is simple using Scottish Widows' award winning online and client services. The implementation and ongoing servicing of this scheme is largely managed electronically rather than in paper form.

• Streamlined online services with end to end processing.
• Enjoy fast, user friendly and accurate scheme administration.
• Fast and efficient premium collection.
• Simple process for new members and leavers.
• Online security gives you confidence.
• An experienced group pension administration team will be available to provide advice and guidance where required.

More info on scheme set up

• Scheme administration guide (pdf)
• Online services demonstration

Scottish Widows client services

• We take pride in delivering excellent service.
• 5 star servicing award from Financial Advisers in 2010.
• A direct line to your dedicated Edinburgh based corporate servicing team (CST) with no phone menus.
• Your CST will take ownership of your enquiry with no handoffs to other departments.
• Provide support in scheme set up and ongoing administration.