Enjoy some ready-made talking points

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.

What we’ve changed

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.

Watch our videos

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.

Annual statement
Retirement engagement packs
FAQs

Got a burning question? We've hopefully answered it here.

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London EC3V 0RL.