Better outcomes start with better understanding. That’s why we make it easier for members to engage with their investments and make informed decisions in a way that suits their needs and level of knowledge.
Understand
Clear, accessible information to help members build confidence in how their pension is invested.
Learn more
Deeper content for those who want to build knowledge and explore their options in more detail.
Take action
Tools and support to help members manage and make decisions about their investments.
Stay on track
Ongoing support to help members review their progress and prepare for retirement.
What we provide
Our support is designed to guide members at every stage. From the moment they join your scheme, members have access to a range of support to help them feel confident about investing, including welcome communications, tools and educational resources that build understanding over time.
- Welcome pack
- Investment options guide and online fund information
- Investment essentials hub
- On-site resources, such as posters and flyers
- Personalised videos
- Webinars and workplace presentations
- Risk assessment questionnaire
- Retirement income modelling tool
- Responsible investment education hub
- Private markets education hub
- TargetPlan online
- Contact centre
- 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.
