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Member engagement.

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.

Online tools 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

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.

Features include:

  • Easy navigation  – employees can view and move easily between pension investments, as well as see their investment breakdown on a simple graph
  • The ability to explore investment options with ease
  • Our new watched funds feature which allows employees to select funds that are of interest and save them to their profile
  • A simple shopping basket facility for changing funds
  • Access to a new help and support section with simple tools, guides and video tutorials to help plan for retirement
Attitude to Risk Tool

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:

  • Assess how they view risk
  • Understand our attitude to risk profiles
  • Consider these when planning their pension investments
Retirement Planner

Our retirement planning tool helps employees experiment with the income they could achieve in retirement depending on a range of factors including:

  • How much they save and for how many years
  • How their investments perform
  • How they choose to take their benefits when the time comes
WorkSave Choice

WorkSave Choice is an online enrolment management service. Members can:

  • View and amend their details
  • Find out more about pensions and investments
  • Opt out if they wish to leave the scheme
  • Interact directly with us - saving employers' time

Scheme Microsite

Once members enrol into your client's scheme, they get access to a scheme microsite where they can access their scheme documents, for example:

  • Key features document and illustrations
  • Fund information

Depending on your client's specification, members can access retirement planning tools and other material to drive engagement and education.

We can help to drive further engagement

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:

  • Templates to promote auto enrolment
  • Auto enrolment notifications
  • Operational communications
  • Online pension benefit statements
  • Webcasts
  • Q&A
  • Posters
  • Presentations
  • Member helpline

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.

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