Tailored sessions to help your employees’ understand their benefits.
From the outset, we will agree what services are required, and our dedicated consultants will be available to engage with your employees accordingly.
We offer services ranging from large group presentations to one-to-one meetings with individuals and we can tailor the sessions to suit your employees’ needs.
In addition to initially communicating the key features and benefits of the employer’s group pension package, we have a suite of ongoing services that employers can select from which we feel will add value to their workplace pension scheme proposition. These include regular legislative updates, production and maintenance of bespoke pension booklets, and financial education workshops which can be targeted at specific audiences such as those approaching retirement.
Our engagement material is regularly updated to ensure the content remains current and all of our engagement consultants have attained the Diploma (DipPFS) level qualification and are ‘Approved Persons’ under the Financial Services Register.
Our objective is simple – it is to help people to better understand pensions. We feel this will lead to them becoming more engaged with, not only, their workplace pension plan, but also the bigger picture encompassing provision from the State, previous pension arrangements, pension funding theories, investment strategies and what options there are for drawing benefits post-Pension Freedom & Choice reforms.
We believe that successfully engaged employees will provide the following benefits:
Better member retirement outcomes
We will encourage your employees to take control of their pension affairs, set realistic goals, and give them the tools to help plan ahead.
Our aim is that this increased understanding and engagement, in turn, will lead to better retirement outcomes.
Greater appreciation & understanding of benefits offered by employer
Employees who understand the benefits of tax relief, employer contributions, reducing charges (where possible) and actively getting involved with the investment element of pensions should result in a more empowered workforce who appreciate and value their workplace pension scheme.