Experience and research shows that members find pensions complicated, and so important decisions they could be making about their futures are put off and forgotten. To better facilitate member decision making, we offer access to help, guidance and ongoing support in a range of different ways, including worksite and remote Financial Education.
We have a dedicated Financial Education Team to make sure your employees are provided with everything they need.
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Financial Education Team:
Our Financial Education Team will provide every employee with:
As part of our onboarding process, we offer a range of digital onboarding services that ensure everybody gets the support they need so that they:
- Are invested in a fund or funds suitable to them.
- Receive all the general help and support they need.
- Get help to combine their existing workplace pension and any other previous pension pots.
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Scheme Members recommended our Financial Education Seminars.