Group Schemes

Chair Statement

A document addressing the key points covered by Code of Practice no:13 – Governance and administration of occupational trust-based schemes providing money purchase benefits can be found here.

Service Level Agreements

In the period 1 January 2019 to 30 June 2019 98% of payments were completed within 5 working days and 98% of illustration and general queries in 10 working days. This information is based on our whole book. We cannot split this down into scheme level or policy type.

Trust Deed and Scheme Rules for a Group Money Purchase Scheme

If you are a trustee of a Group Money Purchase scheme and you require a copy of the Group Money Purchase scheme rules please contact us.

We do not hold a copy of the trust deed this should be held by your scheme trustees