We understand how important it is to ensure employees understand and engage with their pension. Our focus is to encourage members to engage with their retirement planning via our online services and aim to provide the best online experience for members.
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.
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.
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 helps employees experiment with the income they could achieve in retirement depending on a range of factors including:
WorkSave Choice is an online enrolment management service. Members can:
Once members enrol into your client's scheme, they get access to a scheme microsite where they can access their scheme documents, for example:
Depending on your client's specification, members can access retirement planning tools and other material to drive engagement and education.
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:
We'd like to share our experience and expertise with you. Speak to us if you would like to view a demonstration of our online solutions, or if you have any specific client projects that you would like to discuss.