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 ARCAviva - Designer Aviva – My MoneyAviva My Money (Master Trust)FidelityFidelity (Master Trust) Hargreaves LansdownLegal & GeneralLegal & General (Master Trust)Mercer Master Trust (Aviva)Mercer Master Trust (Scottish Widows)Royal LondonSalvusScottish WidowsScottish Widows (GSIPP)Scottish Widows (Master Trust)Standard LifeStandard Life (Master Trust)True Potential
1 Can your system create and provide the following regulatory correspondence:
1.1 Invitation to join a scheme
1.2 Letter to Eligible Jobholders telling them that they have been automatically enrolled?
1.3 Letter to Non-Eligible Workers asking them if they would like to be automatically enrolled?
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
1.5 Notification of postponement
1.6 Opt-in and opt out correspondence
1.7 Re-enrolment correspondence
2 Does you system provide templates for all the statutory employee communications?
3 Do you communicate/inform the member each time a contribution is made to their policy (i.e each month)?
3.1 By post / letter
3.2 By email
3.3 By SMS / text message
3.4 By member portal or via a mobile application