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Services and tools

We're committed to making your workplace pension scheme easy to manage.

Working with us, you’ll have all the tools you need to make day-to-day scheme management simple. From auto-enrolment support to comprehensive member data, we want to make sure you get the most out of your scheme.   

Reporting and management information

Comprehensive management information is vital for good pension scheme management. That’s why we offer an all-in-one governance and reporting tool to support you. Member Insights allows you to understand the retirement savings position of your members, send targeted communications campaigns, view simplified governance data and more. And we offer this management information tool across all our workplace schemes.

Support with auto-enrolment

We’re here to support you with auto-enrolment and give you the confidence that you’re fulfilling your auto-enrolment responsibilities securely and reliably. This includes providing tools to help you easily maintain your regular auto-enrolment duties, such as keeping accurate records and dealing with employees who opt out of your scheme.

Salary Sacrifice Calculator

Salary Sacrifice Calculator is used to produce individual quotes to help financial advisers and employers calculate the benefits of salary sacrifice.

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Don't forget Aegon Assist

Aegon Assist is an additional and valuable service we offer for all workplace schemes – no matter what scheme you’ve chosen with us. Your members can use the service at no extra cost for pension guidance. Aegon Assist doesn’t provide financial advice.

Learn more about the purpose of Aegon Assist