Workplace Pension Resources and Additional Help

Changes in the pensions landscape from April 2015 gave new freedoms and flexibility to customers with how they take their pension money. At Standard Life we'll help customers understand how to make the most of the opportunities.

Our flexible propositions have been designed to evolve to meet our customer's needs giving them complete flexibility and control about how they can access their pension savings.

Jargon Buster

Our jargon buster helps you understand the key auto-enrolment terminology of qualifying workplace pension schemes.

Auto-enrolment jargon buster

Adviser Checklist

Our auto-enrolment checklist explains what clients need to do and where Standard Life can help.

Auto-Enrolment adviser checklist

Default Fund Investment Performance

View the latest performance update on Active Plus III – the default fund for our auto-enrolment proposition.

Supporting Client Conversations

We’ve developed a suite of resources to help you manage setting up a QWPS for your clients.

Employer auto-enrolment mini guide (PDF, 460KB)
Adviser employer presentation (PPT, 8MB)
Initial adviser to employer email (PDF, 20KB)
Chaser adviser to employer email (PDF, 15KB)
Approaching staging date (action required) adviser to employer email (PDF, 33KB)
Making auto-enrolment work for your business - adviser guide (PDF, 425KB)
Encouraging employers to take action flyer (PDF, 437KB)

Webinars on Auto-Enrolment

Catch up with our 3 part series of auto-enrolment webinars. From getting smaller corporate clients ready for auto-enrolment, getting quotes, setting up a QWPS to employee communications and on-going duties.

Understanding scheme administration
Part 1: Webinar recording - getting your client ready for auto-enrolment
Part 1: Webinar questions and answers [PDF, 1.5MB]
Part 2: Webinar recording - client quotes and setting up a QWPS
Part 2: Webinar presentation [PDF, 2.7MB]
Part 2: Webinar question and answers (PDF 1.5MB)
Part 3: Webinar recording – employee communications and ongoing duties

 In this series of webinars we look at the evolution of auto-enrolment brought about by the DWP and budget changes. Catch up with the recordings.

Part 1: The evolution of auto-enrolment: focus on investments
Part 2: The evolution of auto-enrolment: focus on retirement
Part 3: The evolution of auto-enrolment: focus on engagement