How it Works

The Amber Pensions Trust has been designed as a simple solution to employers AE pension needs. There are just 4 simple steps, click on each step to find out more:

 

Enquire -> Apply -> Establish -> Maintain

 

Enquire

The first step is to provide the basic details of your scheme as soon as possible. This will highlight any areas that need to be discussed, early on in the process and allow us to approve and schedule your schemes.

Apply

When you are ready to apply for the scheme, complete the New Scheme information form via the microsite. This contains details of the Employer, contribution structure and IVC and is signed by both the adviser and employer.

Establish

Using the data completed within the Scheme Information Form, the Deed of Participation and Employer Agreements are created. Once signed, these documents establish the scheme. Member Booklets and the Pension website will also be created.

Maintain

Following the employers payroll, they will send over the employees contributions along with associated data to the Pension Scheme, where they will be invested in the appropriate fund.