From the moment they join their scheme, members will have access to a range of investment support, starting with their welcome pack, access to tools and educational support. Our goal is to help them engage with their investments to make the right choices for them.
Support for scheme members
Emails, worksite presentations and brochures provide fund information and help engage members to make investment choices.
We offer a wealth of educational support to scheme members – with regular emails, webinars, and articles to help them understand their investment choices.
Support online and through our contact centre, particularly during periods of market uncertainty.
Updates on any changes affecting their funds with details of any actions we’re taking as a result.
As members approach retirement, we write to them to remind them of their investment choices to encourage them to review their investments. In particular, we offer support to those in default and other lifestyle funds.
Responsible investing resources
We share up-to-date information on what we’re doing to help employers future-proof their schemes and provide members with sustainable and responsible investment choices.
Support for your workplace clients
We run quarterly webinars and podcasts, keeping both you and your clients up to date with market trends and regulation affecting investments.