Helping workplace customers plan for the future

We’ve teamed up with two Government bodies to help customers engage and start talking about their pension savings.

Recent circumstances have made us all take stock, focus on our priorities and pay closer attention to our finances.

We truly believe in financial advice and the value it delivers to customers. But we’re also very aware that many workplace pension customers don’t ever speak to an adviser.

We’re driving better engagement

If we can help customers to talk more about their savings, they’re more likely to feel in control and to seek advice in the future.

So we’ve teamed up with The Pensions Advisory Service (TPAS) and The Money Advice Service (MAS) who offer free money and pensions guidance to customers.

We’ve selected 150,000 of our workplace customers who’ve probably not spoken to an adviser, and we’re going to test three different packs to see what sparks an interest.

We're sending packs both digitally and by post.  Within the packs will be a letter or an email along with a leaflet and a link to a webpage for more information, and we're asking the customer to get in touch with TPAS or MAS to discuss their savings.

Pack 1 - You’re entitled to free guidance about money and pensions to help plan your future

Pack 2 - We think you’ll benefit from money and pensions guidance

Pack 3 - Get tailored one to one money guidance now to make sure you’re working towards the retirement you want

To find out more, speak to your usual Royal London contact.

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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. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.