Key benefits for you, your clients and their employees
TargetPlan enables you to tailor a workplace retirement savings solution that focuses on the needs of your client, and help their employees save and invest in the way that’s most appropriate for them.
Your clients can offer their employees a simple pension-only solution or combine their scheme with an ISA. There’s also full flexibility for members when they’re ready to take their benefits, including the ability to move into drawdown.
Diverse investment choice
From a straightforward default solution, to our ‘self-select’ investments, we offer a wide selection of investment choice.
Easy to manage
Your client will be able to easily manage their scheme with access to our straightforward online service as well as comprehensive reporting information.
Online employee experience
Employees can view their pension online and use the mobile app at their convenience, so they can easily stay engaged with their plan. No matter how complex the scheme is, we’ll make sure members only see the information that’s relevant to them.
Our Member Insights online tool gives you and your client management information to help with scheme governance as well as the ability to send tailored messages to members to help address any governance actions.
Resources to support auto-enrolment
Our dedicated team and simple-to-use tools can help employers feel confident managing their auto-enrolment duties, securely and reliably.
We can help your clients keep their employees engaged with communications that focus on the customer and use plain English. We use our customer panel to test our communications and use behavioural economics to drive member action.