We will assume you are ok with this, but you can opt-out if you wish.
We will work with you to ensure that all your scheme’s member communications are friendly, clear and concise. This will help to encourage members’ engagement with the scheme and also promote appreciation of its value.
Here are some of the ways we can support your scheme’s communications with members:
Including: benefit statements, newsletters & retirement planning material can be delivered by post and online.
By both email and telephone.
We can provide online access to scheme information for your members and other nominated individuals. If you prefer, we can deliver this through your intranet and even adopt your corporate brand guidelines.
Members will be able to access lots of information online, including:
Contribution data, investment instructions, fund performance (DC only), payroll details.
An estimate of their retirement benefits from the scheme.
A secure area to view and request changes to personal data.
Sponsors and trustees can also access governance documents (e.g. Trustee Board minutes, meeting packs) and members' data.