We understand how important it is to ensure scheme members understand and engage with their pension. Effective and engaging communications with scheme members continue to be our focus.
Members will be fully supported by our comprehensive range of member communication and engagement solutions which have been designed to help them make informed decisions regarding their pension pot and choices at retirement.
We use a variety of communication channels, optimising messages for different mediums, both at launch and throughout the lifetime of the scheme.
We have a range of online tools to help members get on board and to see if they're on track for the retirement they hope for. All our online platforms and tools are optimised for use on all devices.
Manage Your Account is an online service that gives members access to their workplace pension information, allows them to change funds and update their details.
Once members enrol into your client's scheme, they get access to a scheme microsite and associated content for the four key stages of scheme membership:
Depending on your client's specification, members can access retirement planning tools and other material to drive engagement and education.
Our attitude to risk tool helps an employee get an idea of the level of risk they’re prepared to take for the returns they hope to achieve. It helps employees to:
Our retirement planning tool, one of our most important modelling tools, helps employees experiment with the income they could achieve in retirement depending on a range of factors including:
The tool can help members compare their options at retirement as we show the cash lump sums and income that can be generated if the member chooses an annuity, income drawdown or a cash lump sum.
WorkSave Choice is an online enrolment management service. Members can:
A tool to help show members where their money goes and where they could look to make small changes to free up a bit of extra cash to boost their savings.
We've created a tool to help members understand what they might need to pay for in retirement. It gives them the chance to have a think about what their expenses in retirement might be, and how much they could add up to.
Supporting members throughout auto enrolment and their journey towards retirement, we can work with you and your client to develop further engagement. We can provide:
This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.