Member communications

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Below is a snapshot of the data that we hold on Member Communications. Use the dropdown box to select your chosen pension provider and see what functionality they have in this area.

	Aegon (Master Trust)	Aegon Workplace ARC	Aviva - Designer	Aviva – My Money	Aviva My Money (Master Trust)	Fidelity	Fidelity (Master Trust)	Hargreaves Lansdown	Legal & General	Legal & General (Master Trust)	Mercer Master Trust (Aviva)	Mercer Master Trust (Scottish Widows)	Royal London	Salvus	Scottish Widows	Scottish Widows (GSIPP)	Scottish Widows (Master Trust)	Standard Life	Standard Life (Master Trust)	True Potential
1 Can your system create and provide the following regulatory correspondence:	---	---	---	---	---	---	---	---	---	---	---	---	---	---	---	---	---	---	---	---
1.1 Invitation to join a scheme	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Manually	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	No	No	Yes - Automatically
1.2 Letter to Eligible Jobholders telling them that they have been automatically enrolled?	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Manually	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically
1.3 Letter to Non-Eligible Workers asking them if they would like to be automatically enrolled?	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Manually	Yes - Manually	Yes - Manually	No	No	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	No	No	Yes - Automatically
1.4 Letter to workers who are already in a qualifying pension scheme informing them about automatic enrolment and that they won’t be affected as they are already in your pension scheme	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	No	No	No	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	No	No	No
1.5 Notification of postponement	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Manually	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically
1.6 Opt-in and opt out correspondence	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Manually	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically
1.7 Re-enrolment correspondence	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Manually	No	No	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically	Yes - Automatically
2 Does you system provide templates for all the statutory employee communications?	Yes - standard template	Yes - standard template	Yes - standard template	Yes - standard template	Yes - standard template	Yes - standard template	Yes - standard template	Yes - editable template	Yes - editable template	Yes - editable template	Yes - editable template	Yes - editable template	Yes - standard template	Yes - standard template	Yes - editable template	Yes - editable template	Yes - editable template	Yes - editable template	Yes - editable template	Yes - standard template
3 Do you communicate/inform the member each time a contribution is made to their policy (i.e each month)?	Yes	Yes	No	No	No	Yes	Yes	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	No	Yes
3.1 By post / letter	No	No	No	No	No	No	No	No	---	---	No	No	No	No	No	No	No	No	No	No
3.2 By email	No	No	No	No	No	No	No	No	---	---	Yes	No	No	No	No	No	No	No	No	Yes
3.3 By SMS / text message	No	No	No	No	No	No	No	No	---	---	No	No	No	No	No	No	No	No	No	No
3.4 By member portal or via a mobile application	Yes	Yes	No	No	No	Yes	Yes	No	---	---	No	Yes	Yes	Yes	Yes	Yes	Yes	No	No	Yes

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