New and improved communications for your clients

26 February 2018

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We’ve recently redesigned our annual statement – and launched a new suite of retirement planning communications.

These have been designed to help us improve customer engagement, while giving us more opportunities to promote the value of your services.

Our modern annual statement

We’ve worked with real pension savers to design our new yearly update. It’s packed with clear and colourful visuals – and pulls out the key things customers tell us are important to them.

The new statement is now being issued to all our Pension Portfolio customers. We’ll be revealing more about our workplace equivalent soon.

An earlier retirement conversation

These days, your clients have a lot more freedom over how they can access their retirement savings. To help them understand all their options, we’ve chosen to move away from the accepted industry ‘wake-up’ process.

So rather than writing to your clients six-months before their chosen retirement age, we’ll now starting their retirement planning conversation 5 years in advance. As we start counting down, they’ll get a yearly engaging update from us closely following their birthday.

Our new suite of retirement communications use simple steps, clear visuals and plain English to help customers get to grips with all their options. They also give us regular opportunities to champion the importance of seeking impartial advice at this crucial time.

Supporting your client conversations

These new communications can be used alongside some of our existing tools and services to help support and enrich your ongoing client conversations. 

While your clients are building their retirement savings, our Adviser Review Service can help you start a deeper discussion around the performance of their plan – and their outlook for the future.

As retirement approaches, our Drawdown Governance Service can give you the tools to plan, track and manage a sustainable level of income for those clients looking to access their savings flexibly.

Download a sample

You can see a sample of our new communications below


Annual Statement


Download a sample

Find out more

We’ve written a short FAQ to answer any immediate questions you might have. Of course, if you’d rather talk to someone, please speak to your usual Royal London contact.

Last updated: 23 Apr 2018

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.