Member education and support
We offer support with emails, worksite presentations and brochures to provide fund information and to engage members in the scheme – helping them make informed investment choices.
We have a range of support and education giving scheme members tips on what to think about when choosing investments. This includes short, engaging videos that explain investments in clear terms.
Support into retirement
We contact all members in the run up to retirement, reminding them to review their investments to ensure they’re still suitable and match their retirement goals.
We also send letters to remind those in the scheme default fund about the automatic changes their fund goes through just before retirement. We ask them to check that they’re still on track for the retirement they want and send them to our dedicated Lifestyle hub to find out more about their options.
To find out more about our funds for workplace investors please get in touch or speak to your usual Aegon contact.