Trusted The RIBA Pension is delivered through Aegon fund managers, Moore Stephens investment advisers and HS Admin pension administrators.

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1 Page 1 of 5 Quality The RIBA Pension is an auto enrolment pension solution offering: An annual management charge (AMC) of 0.44% Affordable auto enrolment compliance software Capacity to take you on, whenever your staging date Trusted The RIBA Pension is delivered through Aegon fund managers, Moore Stephens investment advisers and HS Admin pension administrators. Tailored The RIBA Pension is tailored for architects practices: Accessible open to all staff and designed for practices of any size Portable employees can take their pension with them if they move to another practice Flexible offering a choice of funds and freedom to transfer accumulated savings in and out The RIBA Pension is available to all architects practices, whatever their size. RIBA chartered practices benefit from a substantial discount on the auto enrolment compliance software Sole practitioners are also eligible to join the scheme Complete this application form, sign it and return it to RIBA North. All sections marked (*) are mandatory; your form will not be accepted if these are left blank. HS Admin will forward your application to the scheme trustee for approval. You should receive your countersigned form within a few weeks. Around the same time, you will receive an inviting you to register on the employer portal and set up the compliance software. If you are a sole practitioner you will not require the compliance software; however, an administration fee still applies. Please refer to the Employer Guide for an overview of the sign-up process. Please return the completed application to: RIBA, 21 Mann Island, Liverpool Waterfront, Liverpool, L3 1BP or scan and to ribapension@riba.org

2 Page 2 of 5 1. Employer name* 2. Number of employees* 3. HMRC PAYE reference* 4. RIBA membership number If you are a chartered practice you must provide your membership number in order to receive your discount. If you are not a chartered practice, please leave section 4 blank. 5. Employer address Address line 1* Address line 2 Address line 3 Town* County Postcode* Website 6. Auto enrolment staging date* You can find out your staging date at 7. Postponement date if postponing You can postpone auto enrolment for up to 3 months from staging, but you must notify your employees. The compliance software can generate the notifications if you set up the scheme in enough time. 8. first contributions expected * This should be the date of your first payroll after the scheme is set up. We recommend you submit your application at least 3 months in advance. 9. Principal contact Title* Forename* Surname* Position* address* Phone number* Mobile number This should be the person within the company who has overall responsibility for the pension scheme, and is able to deal with enquiries from both employees and the administrator.

3 Page 3 of Payroll contact Title* Forename* Surname* Position* address* Phone number* Mobile number This should be the person who will operate the compliance software. They should have a good understanding of your payroll system or, if payroll is outsourced, will need to work closely with your payroll provider. 11. Employer bank account Account holder* Sort code* Account number* Required to enable the pension administrator to return contributions for members who have opted out of auto enrolment within the 1-month opt-out period. 12. Payroll in-house or external?* 13. Payroll provider, if external 14. Payroll software used* In-house payroll External payroll Sage Sage Iris Iris Other (write below) Other (write below) It is important we know about your payroll system at this stage so that we can ensure integration with the compliance software. Please tick one of the boxes or write in the space provided. 15. Payroll frequency* Weekly, fortnightly, monthly etc. 16. Payroll dates* For example, the first of each month.

4 Page 4 of This schedule has been prepared in accordance with Section 87 of the Pensions Act The RIBA Pension allows two alternative definitions of pensionable pay: qualifying earnings and total earnings. From your staging date onwards, statutory minimum contribution rates will apply. These depend on the definition of pensionable pay that you choose, and are subject to phased increases as shown below. Tick one of the boxes to make your selection. Until 5 April 2018 From 6 April 2018 to 5 April 2019 From 6 April 2019 onwards Pensionable pay* Total Employer Total Employer Total Employer Qualifying earnings 2% 1% 5% 2% 8% 3% Total earnings 2% 1% 5% 2% 7% 3% Qualifying earnings are earnings between lower and upper thresholds set by government, which are 5,876 and 45,000 per year for the tax year 2016/17. Under both definitions, earnings should include, in addition to wages or salary, any overtime, bonuses or commission as well as sick pay, maternity pay etc. It is for the employer to satisfy itself that it has included all the necessary components of pay. The scheme will be set up on the basis of the applicable minimum contributions. Following this, both employer and employee contributions can be adjusted (for more detail on this, and for making contributions via salary exchange, see the Employer Guide). However, by signing the declaration in the next section you are committing to meet the statutory minimums from your staging date onwards. 19. The pension administrator must receive contribution payments within 5 days of the end of the calendar month to which the contributions relate. If payment is not made within 19 days, the trustee will inform The Pensions Regulator within 30 days of the due date. 20. We (the employer named at section 1 of this form) hereby: a) Apply to the trustee of the RIBA Pension for the creation of a sub section of the RIBA Pension (a brand name of the Salvus Master Trust) for each scheme employee, being those persons who become members of the RIBA Pension and whose names we notify to the pension administrator, which shall contain the RIBA Pension s current standard terms and incorporate any special terms or provisions appropriate to our investment, or any part of it, which may be applicable. b) Agree to enter into an agreement with the trustee of the RIBA Pension. c) Agree to comply with the terms of the contribution payment schedule. d) Understand and agree that: i. Contributions to the scheme will be allocated to investment funds in accordance with members instructions; ii. There is an investment fund allocation procedure and this procedure may be changed from time to time; iii. Whenever a contribution is given to the pension administrator, HS Administrative Services Ltd (HS Admin), to apply under the scheme, and HS Admin does not have clear and complete instructions as to which investment funds that contribution is to be applied, then HS Admin will apply the contribution to investment funds chosen in accordance with the said procedure. e) Declare that the information given in this application is true and complete. f) Confirm that we comply with the requirements of the Data Protection Act Signed on behalf of the employer: 22. Signed on behalf of the trustee to confirm approval of this application: Signature Name Position Signature Name Position

5 Page 5 of The cost of the auto enrolment compliance software is determined by the size of your practice. If you are a sole practitioner, you will not require the software; however, an equivalent (i.e. Band 1) administration fee still applies. Confirm your payable fees by ticking one of the boxes below and then complete the Direct Debit Instruction. All prices are subject to 20% VAT. RIBA chartered practices No. of PAYE employees Sign-up fee ( ) Annual fee ( ) Band Band 2 6 to Band 3 11 to Band 4 21 to Band Non-chartered practices No. of PAYE employees Sign-up fee ( ) Annual fee ( ) Band Band 2 6 to Band 3 11 to Band 4 21 to Band Instruction to your bank/building society to pay by Direct Debit Name(s) of account holder(s) Originator s identification number Bank/building society account number Branch sort code Instruction to your bank/building society Please pay RIBA Direct Debits from the account detailed in this Instruction subject to the safeguards assured by the Direct Debit Guarantee. I understand that this Instruction may remain with RIBA and, if so, details will be passed electronically to my bank/building society. Name and full postal address of your bank/building society To: The Manager Bank/building society Address Signature(s) Postcode Banks and building societies may not accept Direct Debit Instructions for some types of account. This guarantee should be detached and retained by the payer. The Direct Debit Guarantee This guarantee is offered by all banks and building societies that take part in the Direct Debit Scheme. The efficiency and security of the scheme is monitored and protected by your own bank or building society. If the amount to be paid or the payment dates change, RIBA will notify you 14 working days in advance of your account being debited or as otherwise agreed. If an error is made by the RIBA or your bank or building society, you are guaranteed a full and immediate refund from your branch of the amount paid. You can cancel a Direct Debit at any time by writing to your bank or building society. Please also send a copy of your letter to us.