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Automatic enrolment – action required

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Helping you see what it means for you as an employer

Although automatic enrolment may not affect your business immediately, as a valued customer, we want to help you prepare. The date the new regulations apply to you (your staging date), depends on the total number of employees in your workforce (PAYE scheme as at April 2012) and the PAYE reference numbers. This must be confirmed with The Pensions Regulator (TPR). Although we hold information on the number of your employees that currently contribute to your scheme with us, critically, we also need to know your confirmed staging date. We'd urge you to contact them if you need confirmation.

To help us help you prepare for the new regulations simply fill in your details below, that’s all we need.

We’ll use this information to help us plan how we can help you prepare.

Please provide information marked with an asterisk (*).



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Data Protection Notice

Your information will be held by Scottish Widows which is part of the Lloyds Banking Group. More information on the Lloyds Banking Group can be found at

We may ask you to provide physical forms of identity verification when you open your investment or plan. Alternatively, we may search credit reference agency files in assessing your application. The agency also gives us other details and information from the Electoral Register to verify your identity. The agency keeps a record of our search, whether or not your application proceeds. Our search is not seen or used by lenders to assess your ability to obtain credit.

We will share your personal information from your application with fraud prevention agencies. If necessary a copy of the application form and any other supporting information may be given to a reassurance company who will share the risk with us. If false or inaccurate information is provided and fraud is identified, details of this fraud will be passed to these agencies to prevent fraud and money laundering. Further details explaining how information held by the fraud prevention agencies may be used can be obtained by reading the privacy notice at

If you make a claim any information you give to us may be put onto a register of claims and shared with other insurers to prevent fraudulent claims.

Your personal information will be shared within the Lloyds Banking Group so that we and any other companies in our Group can look after your relationship with us. By sharing this information it enables us to better understand your needs and provide products in the efficient way that you expect.

If you apply to us for insurance, a pension or life insurance, we may ask you for some 'sensitive' details, for example your medical history. We will only use this information to provide the service you require and we will ask for your explicit consent.

It is important that you understand how the personal information you give us will be used. Therefore, we strongly advise that you read our Privacy Statement, which you can find at or you can ask us for a copy.

How can we help?

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