We aim to help your members make informed investment choices that will support them throughout their working lives until they retire.
Scheme support
From the moment they join your scheme, members will have access to a range of investment support, starting with their welcome pack, which includes access to tools and educational resources.
Our goal is to help members engage with their investments to make informed choices.
Welcome pack
We provide welcome videos and presentations in a welcome pack, explaining how the scheme works and how members can access their online services. This includes a bespoke investment options brochure outlining their investment options in simple terms.
Find out more in our TargetPlan toolkit.
Investment education
We offer access to broader educational support, including short videos to engage members, such as our Investing: the basics video.
Support throughout their retirement journey
Members will receive letters explaining their investment options, with easy access to fund information, as well as an online investment risk questionnaire to help them choose appropriate investment funds.
Regular updates
Regular updates on fund or regulatory changes are always on our website for members, and we send letters or emails for those directly impacted.
Our quarterly webinars and podcasts keep employers and advisers up to date with market trends and regulations affecting investments.
Preparing members for retirement
With warm up and wake up communications, we remind members to review their investments regularly and provide specific emails and letters for anyone with LifePath or lifestyle funds.
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.