Pensions & benefits

DB member engagement and communication

Member engagement strategies designed to help clients meet their goals and create better outcomes for their members.

Better outcomes for members are driven by member engagement, which in turn also facilitates the smooth running of a scheme, supports any necessary member data collection activity and allows easier implementation of change.

We have experts and specialists that rise to member engagement challenges. Our pensions and member options experts, communication specialists and IT and technical teams work together to deliver seamless solutions tailored to our clients' needs.

Employee wellbeing report

Building better financial futures

In our survey of 10,000 UK employees we explored financial confidence and its impact amongst workplace demographic groups.

Building financial confidence in employees is vital. We hope that this report inspires you on your journey to support employees' financial wellbeing and knowledge building.

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Building financial knowledge and confidence for your employees

Our expert panel explores the impacts of poor financial confidence and awareness on UK employees and workplace productivity. Learn how to leverage AI and communication strategies to support a diverse workforce, ensuring employees have realistic expectations of their financial futures and longevity.

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Pulse

Our in-house administration software provides trustees with real time administration management information (client dashboard) and members with an interactive website that provides access to modelling tools, their data and correspondence (member web).

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Better member outcomes starts with understanding members and improving options

Our creative, innovative and strategic approach is designed to help members achieve better outcomes by designing appropriate member options strategies and delivering high-impact communications, placing member education, confidence-building, and decision-making at the heart of what we do.

Whether looking to enhance your members’ experience, offer greater flexibility or support the journey towards a scheme’s endgame, we can help.

Understanding current member options

We’ll review existing options to understand what’s currently provided to members, assess current terms and take-up rates, benchmark how this compares to other pension schemes and highlight any areas of improvement.

Developing a strategy that delivers on objectives

Delivering on objectives is central to the solutions we develop. We work with clients to design and implement a member options strategy to meet their goals. This could include exploring new options for members at retirement or amending existing ones.

Plus, if you’re looking to offer additional retirement support for members, we can help select and implement a specialist financial adviser based on our extensive experience of the market.

Engaging with members

We can develop a robust member engagement strategy and tactical plans to best communicate member options. Whether we’re creating a retirement options modeller, designing a captivating video or delivering communication by print, we understand that scheme members will have a diverse range of needs and preferences. We have hands-on experience of waking-up and re-engaging with members who have lost touch with a scheme. Our communications are designed to build trust and confidence whilst making options simpler and easier for members to understand. Crucially, we’ll work with an administrator and any appointed financial adviser to best leverage existing member touchpoints and create a seamless and supportive experience for members.

Measuring and monitoring the impact

We build in checks that help us make sure that an engagement strategy meets the needs of members and has achieved what it was designed to do. And importantly, we use what we learn to improve and adapt communications in the future.

And, if clients appoint a financial adviser, we’ll build in a framework to monitor the service outputs to make sure they're getting the best value and members are getting good outcomes.

Great member engagement comes from more than helping members understand their options at retirement

Helping members understand their retirement options is a great start. But truly great engagement comes from maintaining a regular drumbeat of relevant communications and touchpoints throughout a member’s lifetime.

Every member is different. So are their needs and preferences, which can change over time. Our creative approach is designed to help clients meet their goals by delivering member-focused communications to increase member engagement. We find this is the best way to turn complex pensions topics into engaging, creative, and innovative communications.

Whether it's looking to engage members over the long-term or dealing with a one-off communications challenge, we can help.

Creating the right engagement strategy

We’ll work with our clients to develop a robust communication strategy and tactical plans to achieve goals and drive member action where it’s needed. Together we agree how much segmentation and personalisation to use, and which media and channels best suit their needs. We use the agreed plans to project manage communications delivery to make sure every element is delivered at the right time, to the right members.

Delivering brilliantly simple communications

Whether we’re creating a suite of digital communications, designing an engaging newsletter or campaign to help attract and select the next Member Nominated Trustee or delivering a stand-alone Summary Funding Statement by print, we place accessibility and inclusivity at the centre of what we deliver. Our communications are designed to make pensions simpler and easier for members to understand.