From the moment they join their scheme, members will have access to a range of investment support, starting with their welcome pack. This pack includes a bespoke investment options brochure and access to tools and educational support. 

Our goal is to help members engage with their investments to make informed choices.

Targetplan support scheme infographix

Scheme support

Welcome pack

We provide welcome videos and presentations that explain how the scheme works and how members can access their online services. Our welcome materials include a bespoke investment options brochure that outlines members investment options in simple terms.

Investment education

Access to broader educational support and videos to engage members – such as our Investing: the basics video, and some helpful tips on investing.

Support throughout the retirement journey 

Welcome emails and letters explaining investment options, easy access to fund information, and an online investment risk questionnaire to help members choose appropriate investment funds.

Regular updates

Regular updates on fund or regulatory changes on our website for members and letters or emails for those directly impacted. 

Preparing members for retirement

Warm up and wake up communications to members, reminding them to review their investments, with specific emails and letters for those in LifePath or lifestyle funds. 

Responsible investment support

Discover up-to-date information on what we’re doing to help manage environmental, social and governance (ESG) risks, providing members with sustainable and responsible investment choices.

Keeping you and your workplace clients up to date

Quarterly webinars and podcasts keeping you and employers up to date with market trends and regulation affecting investments. 

Find our latest news and updates

The value of investments and any income taken, can fall as well as rise and isn’t guaranteed. The final value of a member’s pension pot when they come to take benefits may be less than has been paid in.