Auto Enrolment technology provider of L&G

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l&gITM has a strategic partnership with Legal & General (L&G) as a software technology partner for the SME auto enrolment market. ITM’s market leading software eAsE will now provide direct links into L&G’s single charge WorkSave Pension Plan. This will create an industry leading and streamlined software solution, including member assessment, communications and scheme setup through a single web portal.
Tens of thousands of employers will need to stage over the next 2 years. Advisers will need a single software solution that provides fast automated processes. The combination of eAsE and the L&G worksite plan will provide the fast and cost effective solution that the market requires.

 

How does eAsE integrate with pension providers? 

eAsE seamlessly links with many pension providers (through the use of dedicated pension provider ‘APIs’), including Legal and General. This allows for;

  • Automated setup and configuration of the L&G scheme (without any charges from ITM or L&G)
  • Automated data transfers to L&G for the employees’ contributions
  • Management of the auto enrolment process for the Employer

 

How much does the integration with eAsE cost?

The integration of  eAsE with L&G is free to eAsE clientsplease click here to view eAsE costings.

 

The integrated solution will provide the following features;

  • Unlimited access to L&G Worksave GPP, with no restrictions on size of employer or contribution levels
  • Unlimited number of Employers and Employees set up on eAsE
  • Unlimited e-mail and telephone support

 

How eAsE works with Legal & General

Sign up process and what happens next

Intermediaries will find using this new approach to managing auto enrolment for their clients simple and easy. Further, we have a simplified agreement to licence the service to you which includes full training on how to use eAsE. We can even enrol your employers at a small cost for you if you prefer.

 

How we look after you

On going support to our clients is of paramount importance.

  • Centralised support is based in our Guildford office, and is accessed through the support email / phone line (Monday to Friday, 8am to 5pm)
  • The support team are cross trained on multiple ITM products so that simple enquiries should be dealt with in a single call
  • Our optional employer set up service (ie where we take the strain off you), which reduces the need for an in depth and technical knowledge of how eAsE works, means that you can concentrate on the day to day client care
  • Our support staff are both auto enrolment and eAsE experts – so will understand your issues and concerns

 

eAsE already has an impressive client list

We process over 100,000 employees each month and more than 4 million employee records have been processed to date.

ABF Intrinsic ethika l&g
networkdirect Punter Southall

 

How we can help further 

With our background in data consultancy, audits and migrations, we can also provide you with the following services to white label to your clients*:

  • Secondary auto enrolment market data migrations, from other middleware / payroll / spreadsheets to eAsE
  • Auto enrolment data audits, confirming the validity of previous assessments and contribution levels
  • Auto enrolment breach consultancy, rectification planning & project management
  • Re-enrolment project management
  • Validating initial assessments and opt out processes and audit of employee assessments from staging date and reporting on discrepancies

 

*please note these are not included in the eAsE contract

 

Caroline Parker / Client Development Manager 07714 735511

Caroline has worked on auto enrolment since the early years of its development. She has significant technical experience of implementing auto enrolment schemes and most recently headed up the AE new business operations at Royal London.

Pension funds

De-risking, data audit, cleanse, migration, record keeping and GMP reconciliation

Financial institutions

Systems migration and rationalisation, asset consolidation and auto enrolment

Administrators

Data quality assessment, process review, systems build and resource services

Systems

eSuite products, bespoke systems, training and support