How Delegated Access works

Delegated Access means that the employer has delegated the administration of their online account to an Accountant, Financial Adviser or Payroll Bureau to carry out the following tasks on their behalf:

• Enrol workers into the Scheme
• Process Opt Out Forms
• Remove workers from the Scheme
• Edit workers' personal information (address, salary changes etc)
• Process contribution payments
• Confirm direct debit amounts
• Access reports
• Update the employer’s business and contact information
• Correspond with the administrator and Trustee of the Scheme

When signing up to the Scheme, the employer agrees that their Delegated Access user is authorised to administer their account on their behalf. The employer remains responsible for all actions carried out by the delegated user.

The Scheme has an easy to use online system where delegated access users can administer all client accounts from one login.