From day one, we provide close personal support to you and your scheme adviser, helping to promote, set up and manage your scheme on an ongoing basis.
When deciding on the type of scheme you want, and whether Scottish Widows is right for you, our Specialist Tenders Team and/or Account Manager will be your main point of contact. They’ll help to arrange and co-ordinate:
We price schemes individually based on their expected profile. We take into account a combination of factors including any extra services you wish us to provide, the profile of your workforce, the number of employees you expect to join and their average payments to the scheme.
If you choose Scottish Widows, one of our dedicated servicing teams or Account Managers will be immediately assigned to look after your scheme on an ongoing basis.
Because some routine administration happens every month, it will be reassuring to know you can rely on a dedicated team who take personal responsibility for the quality of their service.
A dedicated Implementation Manager or servicing team will set up your scheme and create your member records using our online services. If it is a particularly large or complex scheme, we’ll assign a Project Manager from our head office team to plan and manage the whole process alongside them. This will include:
Promoting your scheme in the workplace not only raises its profile, but also increases employee appreciation of the valuable benefits you’re making available.
To help you introduce the scheme, our head office marketing consultants can offer a wide range of advice and materials. The range of support available for your scheme is agreed at the tender stage, and may include some or all of the following:
Printed items can be our standard Scottish Widows materials, or be overprinted with your company’s logo and name. In some cases, bespoke materials may be offered, created to your own design.
Regular payments can easily be submitted to us in bulk over the internet using our online services. We’ve streamlined the process so that your scheme administrator can also complete other routine member administration at the same time, including processing any members who are:
We normally provide close personal support for several months after your scheme is set up. This helps your administrator become confident about running the scheme on a day to day basis.
However, your dedicated Account Manager or servicing team will be on hand for any admin support you need to ensure:
If you agree, we may also invite to you to take part in our workplace pensions’ client research. Listening is one of the key ways in which we’re able to put our clients at the heart of our business.
For employer use only.