Group Pensions

This information is for Heritage Equitable Life Group Pension Schemes

Group Administration Service

This service can provide access to certain information on your pension scheme. For details on what is available please view our guide. Our privacy statement details the terms and conditions under which access is granted.

Click here to access the Group scheme login

Fund Choices

For more information on the funds we offer and their charges including annual management charges and transaction charges, please view our Investment Funds page.

Chair Statement

We have provided 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

Service Level Agreements

In the period 1 January 2019 to 31 December 2019 97% of payments were completed within 5 working days and 98% of illustration and general queries in 10 working days. This information is based on the whole heritage Equitable Life business.

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.

Third Party Processors

From time to time we may share your data with one or more of our service providers. The companies listed below may receive, transmit, store or process the data. All our service providers are required to hold personal data securely, only for as long as reasonably necessary and in accordance with data protection laws.

Currently we share Group Scheme information with the following companies

Allied Pension Trustees Ltd

Ashurst LLP

Atos IT Services UK Limited

Barnett Waddingham LLP

BDO

BWCI Insurance Management Services Ltd

Canada Life Ltd

Electoral Reform Services

Ernst & Young LLP

Experian Ltd (to become Bottomline Technologies from 1 January 2020)

Freshfields Bruckhaus Deringer LLP

Gen Re

Hogan Lovells International LLP

JLT Benefit Solutions

LBG (Reassurance)

Lexis Nexis

Liverpool Victoria

Mimecast Services Ltd

Oasis UK (formerly Box-it South Midlands)

Paragon Customer Communications (part of Innovative Output Solutions Limited)

Penn, Schoen and Berland Associates Inc.

Pitman Trustees limited (PTL)

PricewaterhouseCoopers GmbH

PricewaterhouseCoopers LLP

Royal Mail Group Ltd

Shred-IT

Supercheck de (German) Euro-Pro

Swiss Re Life & Health Ltd

Swiss Re Europe S.A

Totalpost Mailing & Mechanisation ltd

Transunion Information Group (formerly Call Credit)

Vero Screening Limited

Willis Towers Watson

Supplementary Auditor Information (AAF/01)

45M414 - Utmost Supplementary Auditor Information 01 20