We've improved the regular updates your clients get from us. They're packed full of clear and engaging content - and offer more opportunities to promote the value of your services.
From 5 February 2018, our Pension Portfolio customers can expect a fresh, modern annual statement. We’ll be revealing more about our workplace equivalent soon.
We’re also choosing to start all our retirement conversations a little bit earlier. Starting five years before your client’s chosen retirement age, they’ll now get a new and engaging yearly update from us.
When your clients receive one of our new communications, you can use some of our existing tools and services to start a deeper discussion. These videos explain how.