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.
Welcome
Emails, worksite presentations and brochures provide fund information and prompt decisions.
Educate
Web hubs, regular emails, webinars and articles support investment understanding.
Support
Support on request, online and through our contact centre.
Update
Updates on material investment changes for impacted scheme members.
Prepare
Reminders and guidance when approaching retirement.
Scheme support
Welcome
We provide welcome videos and presentations that explain how the scheme works, the investments available, 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. Investors can also access our risk questionnaire.
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
We support scheme members when they need it most, such as when markets are volatile, or a change in circumstance impacts their pension savings. Scheme members can call our contact centre or view support materials online.
Updates
If a fund materially changes we contact investors directly via post or email, as well as posting an update online.
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 keeping you and employers up to date with market trends and regulation affecting investments.
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.