Wilkin Chapman Rollits (WCR) is the largest law firm in Lincolnshire and Yorkshire, with more than 500 partners and staff across a network of locations in Grimsby, Lincoln, Louth, Hull, York and Beverley. The firm undertook a pension review in 2022 and launched a Hargreaves Lansdown scheme in August 2023. Wilkin Chapman subsequently merged with Rollits in April 2025.
Tracy Roberts, HR manager, says: “The goal was to find a long-term partner that could support the financial planning needs of our entire workforce; a provider that combined a strong focus on governance, with scheme performance, and meaningful employee engagement. A dedicated client relationship manager was also part of our selection criteria to make day-to-day administration more straightforward.”
It was a natural decision to include Hargreaves Lansdown in the selection process, as it had previously delivered stand-alone financial education sessions for the firm during Covid-19 and WCR was looking for a comprehensive one-stop shop to meet employees’ short-term and long-term financial needs.
Roberts’ tip for employers thinking about setting up a new scheme is not to overlook the power of employer-led messaging. “The more proactive you are, the smoother the process, so plan well in advance,” she says.
WCR took advantage of Hargreaves Lansdown’s hands on support with warm-up communications, webinars and one-to-one sessions to ensure that everyone received the same messaging.
“To launch the scheme effectively, we worked with Hargreaves Lansdown to deliver clear, jargon-free communications tailored to our diverse workforce,” says Roberts. “With three different contribution structures in place at the time of launch, segmentation of messaging was crucial to deliver relevant and accessible information to every employee. To maximise reach, we rolled out a multi-channel approach, combining emails, announcements, interactive webinars and one-to-one sessions.
“Crucially, we kept communication a two-way street. With Hargreaves Lansdown’s support, we actively encouraged questions and responded quickly, helping employees feel informed, supported, and in control. This transparency was key to building trust and enthusiasm for the new scheme.”
