Better outcomes start with better understanding. TargetPlan provides clear, practical support to help members engage with their investments and make informed decisions.
Our approach supports a wide range of member needs, giving people the flexibility to engage at their own pace and level of knowledge.
How we support members on pension investments
Accessible information to help members build confidence in how their pension is invested.
- Welcome pack
- Investment options guide and online fund information
- Investment basics hub
- On-site resources, such as posters and flyers
- Personalised videos
- Webinars and workplace presentations
Deeper content for members who want to build their knowledge.
- Risk assessment questionnaire
- Retirement income modelling tool
- Responsible investment education hub
- Private markets education hub
Support to help members manage their investments, such as choosing or switching funds.
- TargetPlan online
- Contact centre
Ongoing engagement to help members review their investments and prepare for retirement.
- Fund change communications
- Educational information when markets are volatile
- Reminders when lifestyle funds change as members approach and enter retirement
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.
