Managing your clients

Support your clients with their workplace pension

Let us help you support your clients with confidence as they navigate their workplace pension responsibilities. You play a key role in helping employers stay compliant and support their colleagues. We’re here to make that easier than ever.

Help your clients with our tools and resources

We provide you with the necessary tools and resources to help you support your client with their responsibilities and wider needs.

These could include:

Explaining employer duties and how automatic enrolment works
Helping employers choose a high-quality scheme and investment approach
Supporting payroll alignment and contribution accuracy
Ensuring employers maintain the correct statutory communications and processes.

Signing up new clients and getting them started

Signing up a new client shouldn’t be complicated. That’s why we focus on easy-to-follow processes, accessible technology and support whenever you need us.

Steps to onboard an employer

Setting up a new employer with us is easy.

The scheme can be set up online through our employer sign‑up journey.
Once this is completed, we can provide guidance on connecting the employer’s payroll via API or submitting contribution records manually through our secure portal.

Our support team is also available to help with any queries during sign‑up, payroll setup or enrolling the first group of employees.

What information you’ll need to collect

To sign up an employer, you’ll need the following information:

Employer details and Companies House information
Payroll schedules and employee data formats
Duties start date
Total number of employees
Details of any other pension scheme
Payroll details.

Ongoing scheme management

Once a scheme is running, it's important employers keep their account information accurate. You can support them by ensuring company, payroll and workforce details remain current. This will help to avoid compliance issues and ensuring a smooth experience for members.

It’s also important to assist employers to meet their legal duties, including:

enrolling eligible workers
applying contribution levels
handling opt outs correctly
ensuring re enrolment every three years.

Tools and resources to manage your clients

We offer a suite of tools designed to make scheme management easy for you and your clients.

Adviser Centre

Our Adviser Centre gives you access to all your clients’ schemes in one place. From reviewing investment information to managing accounts and downloading key documents, it’s designed to make client management quick and easy.

Pension Talk Extra webinar series

Pension Talk Extra provides accessible and engaging financial wellbeing and pensions education for both employers and members. It’s a helpful resource you can share with clients to boost understanding, support employee confidence and encourage better long‑term financial planning.

Helping clients support their employees

The Studio

Our People’s Pension Studio features ready‑made emails, posters, guides and videos to help you and you clients clearly explain their pension scheme to staff. These resources boost engagement by make member communication simple and jargon‑free.

Explaining investment options and scheme features

Our straightforward investment choices and transparent scheme features help employees understand how their pension works and the value it provides. Our investment webpages and factsheets give clear information to support informed decision‑making.

Financial education tools you can share - nudge

We’ve partnered with nudge, a leading financial education platform, to deliver free, practical and inclusive financial education that’s available to all our members. nudge can be accessed from inside a member account.