AME EMPLOYER FACT FIND FORM
This form captures all the information you will need to enter into AME to prepare your company for your Auto-enrolment staging
date.
DETAIL REQUIRED
PLEASE COMPLETE
Auto-enrolment Staging Date
Information Required To Set Up AME Access
Please note: We are unable to set up access to AME without either an AME Self Serve Agreement or AME Commercial Agreement
being signed.
Employer Details
DETAIL REQUIRED
PLEASE COMPLETE
GUIDANCE NOTES ON COMPLETION
Employer name
Mandatory information
Address 1
Address 2
Address 3
Address 4
Postcode
Mandatory information
Mandatory information
Optional
Optional
Mandatory information
Adviser Details (if you do not have an Adviser you can move to the next section)
DETAIL REQUIRED
PLEASE COMPLETE
GUIDANCE NOTES ON COMPLETION
Adviser Company Name
Mandatory information
Adviser address
Mandatory information
Aviva Agency Code
Only required if setting up a new scheme
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Employer User Access Requirements
Initial Primary User Details (Mandatory)
DETAIL REQUIRED
PLEASE COMPLETE
GUIDANCE NOTES ON COMPLETION
First name
Mandatory Information. The name must not include
special characters
Last name
Email address
Mandatory Information. The name must not include
special characters
Mandatory Information
Contact Tel. No.
Optional
Please Note: The initial primary user’s details are shown as default on member communications. You can change the contact details
used in communications in AME once you have access. Once access is granted primary users are able to set up additional users
themselves within AME. These users can be set-up as an Employer role or Adviser role, and can be granted different levels of access
– please see Appendix A for definitions.
You can find a guide to where all of the Employer and Initial Primary User details are used as default in AME employee
communications in Appendix B
Document Manager: aviva.co.uk/adviser/product-literature/view-document.cgi?f=amefactfindingform.docx – VERSION 4.9
Information to capture to enable Scheme Set-Up in AME
Please note that prior to completing this section you need to have a good understanding of auto-enrolment and need to have
assessed and defined your company’s auto-enrolment strategy, as well as the groupings that need to be set up in AME to support
this. For more information on AME Groups and their set-up, please refer to the AME User Guide
DETAIL REQUIRED
PLEASE COMPLETE
GUIDANCE NOTES ON COMPLETION
Please insert the total number of Defined Contribution (DC) Schemes that you
intend to set up in AME. Please note AME only supports DC Schemes not
Defined Benefit (DB) Schemes – Members in defined benefits schemes should be
excluded from AME.
Number of Schemes required in
AME
If you have more than one Scheme you will need to complete the following sections on “Scheme Details” and “AME Group Set Up”
for each scheme (cut and paste additional sections as required to add extra schemes/groups).
Scheme Details
DETAIL REQUIRED
PLEASE COMPLETE
Number of scheme(s)
Scheme Name
Provider
Scheme Type
Pension Providers Scheme
Reference
Employer reference
Are the contributions capped to
a salary level?
Are employee contributions paid
after tax (net) or before tax
(gross)?
This field is no longer required and can be left
blank.
GUIDANCE NOTES ON COMPLETION
1 / 2 / 3 / 4 of the total no. of schemes above e.g. 1 of 4
etc. This is to assist you when you have multiple
schemes to set up
Insert full name of the Scheme
Insert name of company administering the Scheme e.g.
Aviva
Insert type of scheme. The options are: GPP / GMP /
NEST / Master Trust / Other
Insert unique Scheme number allocated by pension
provider for the scheme. E.g. Aviva GPPs is TKnnnnnn
or SPnnnnnn
This is a field that is present on AME, but no longer
used.
Insert either Y or N.
Insert either Net or Gross
Document Manager: aviva.co.uk/adviser/product-literature/view-document.cgi?f=amefactfindingform.docx – VERSION 4.9
AME Group Set-up
N.B. If there is more than one group in AME to be set up for the scheme, please copy & paste this section.
DETAIL REQUIRED
PLEASE COMPLETE
Number of scheme (above)
Group Name
Is this group being used for
auto-enrolment?
Is this a salary sacrifice group?
Default fund name
Default fund reference number
Default retirement age
Are current contributions based
on banded earnings?
Are the contributions paid as a
percentage (%) or pounds (£) of
salary?
Employer contribution
Employee contribution
Group Code
This field is no longer required and can be left
blank.
This field is no longer required and can be left
blank.
GUIDANCE NOTE ON COMPLETION
1 / 2 / 3 / 4 etc.
Please specify a meaningful name to call the group.
e.g. Weekly-paid Staff
Insert either Y or N. Please note that N should be
inserted if the group is being used for Contractual
joiners.
Insert either Y or N. Please note it is not possible to
have a mixture of salary sacrifice and non- salary
sacrifice in the same group
This is a field that is present on AME, but no longer
used.
This is a field that is present on AME, but no longer
used.
This field is no longer used by AME, however it is
necessary to choose a value. This value will not have
an effect on the rest of your AME data and will not
affect your scheme in any way.
Insert either Y or N
Insert either % or £
Insert % or £ Contribution amount. This is the minimum
that AME will monitor against. Please note if salary
sacrifice is being used this should be the total % of
contributions and the employee contribution below
should be shown as zero.
Insert % or £ Contribution amount. This is the minimum
that AME will monitor against. Please note if salary
sacrifice is being used this field will not be selectable
Unique reference used / to be used, in your payroll to
identify all the members in this group. Must not start
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Payroll frequency
Pay reference start day
Payroll close day
How long do you intend to wait
before enrolling an eligible job
holder?
Which day should the eligible
jobholders be enrolled?
Group Certification Start Date
Group Certification End Date
Proposed auto-enrolment
certification basis
with a zero. Please note if your payroll does not current
have this information it will have to be added before
uploading your payroll extract into AME.
Insert payroll frequency. Options are: 1 / 2 / 4 weeks or
1 / 3 / 4 / 6 months. See Appendix C for more guidance.
Dependent on Payroll frequency. See Appendix C for
more guidance.
Dependent on Payroll frequency. See Appendix C for
more guidance.
This relates to whether you intend to operate a
postponement period and if so how long for. Insert one
of the following options: No Postponement / up to 1
month / up to 2 months / up to 3 months. See Appendix
C for more guidance.
Only required when Postponement is chosen.
Dependent on Payroll frequency. See Appendix C for
more guidance.
Insert start Date of Certification Period for this Group
Insert end Date of Certification Period for this Group.
Please note you can certify for any period of time up to
18 months.
Please insert the basis on which you intend to certify for
auto-enrolment. Insert one of the following options: 7%
Total Pay / 8% Pensionable / 8% Banded / 9%
Pensionable
Document Manager: aviva.co.uk/adviser/product-literature/view-document.cgi?f=amefactfindingform.docx – VERSION 4.9
APPENDIX A
AME Access Level Definitions are as follows:
Primary User
Secondary user
Modelling user

View and action / amend Company set-up

View and action / amend Self-Certification (& Modelling)

View and action / amend Compliance Check

View and action / amend Settings (all functions)

View Company set-up

View and action / amend Self-Certification (& Modelling)

View and action / amend Compliance Check

View and action / amend Settings – amend own details only

Access unable to be set-up without a Primary user present

View Company set-up

View and action / amend Modelling

View and action / amend Settings – amend own details only

Access unable to be set-up without a Primary user present
EMPLOYER role – allows access (using any of the above access level definitions) for ONE company on AME
ADVISER role – allows access (using any of the above access level definitions) for multiple companies on AME represented by that
adviser (this access can only be granted by the a Primary user of the company the Adviser needs access to)
Document Manager: aviva.co.uk/adviser/product-literature/view-document.cgi?f=amefactfindingform.docx – VERSION 4.9
APPENDIX B
Use of Employer and Initial Primary User details as default in AME employee communications – the contact details that
appear on these communications can be changed in the Settings section on AME.
Data Field
Used in
EMPLOYER DETAILS
Employer name
All employee communications.
Appears as “[Employer name] pension scheme” on letter headings, and again
after the Initial Primary User’s printed signatory at the end of the letter
Address 1
Address 2
Address 3
Address 4
Postcode
Not used in employee communications
INITIAL PRIMARY USER DETAILS
All employee communications.
First name
Appears as the contact details for employees, e.g.
“please write to [First name] [Last name]”
“please contact [First name] [Last name]”
Last name
Email address
These data items will also appear as the printed signatory at the end of the
letter.
All employee communications.
Contact Tel. No.
Appears as a contact detail for employees wishing to opt-in / join / re-join the
scheme
Not used in employee communications
Note: Adviser details do not appear anywhere in employee communications
Document Manager: aviva.co.uk/adviser/product-literature/view-document.cgi?f=amefactfindingform.docx – VERSION 4.9
APPENDIX C
Payroll
frequency
Pay Reference Start Day
options
Payroll Close Date options
How long do you intend to wait
before enrolling an eligible job
holder?
Which day of the Pay
Reference Period should the
eligible jobholders be
enrolled?*
One week
Day 1 – Day 7
Day 1 – Day 7
Two weeks
Day 1 – Day 14
Day 1 – Day 14
Four weeks
Day 1 – Day 28
Day 1 – Day 28
One month
Choose the start Date of
the Payroll Reference
Period that covers your
staging date
Day 1 – Day 28
0 – 3 months
Day 1 – Day 28
Three months
Day 1 – Day 28
Day 1 – Day 90
Four months
Day 1 – Day 28
Day 1 – Day 120
Six months
Day 1 – Day 28
Day 1 – Day 180
*This day is dependent on your chosen Pay Reference Start Day.
Example 1 – a weekly payroll where the PRP start date falls on Monday, the number 1 is equivalent to every Monday.
Example 2 – a weekly payroll where the PRP start date falls on a Thursday, the number 2 would be equivalent to every Friday.
Example 3 – a monthly payroll where the PRP start date is 6th of the month, the number 5 would be equivalent to 10th of the month (i.e. the 5th day from the
PRP start date).
For more information on Payroll frequencies, Pay Reference Periods and Pay Reference Start Day options, please refer to the AME
User Guide
Document Manager: aviva.co.uk/adviser/product-literature/view-document.cgi?f=amefactfindingform.docx – VERSION 4.9