Both workplace and individual customers can use the app to see their plan value, their contributions for the last 12 months and how their plan's performing. It shows where they’re invested, and what they could get back when they retire.
Our app's designed to help customers build up regular engagement with their pension savings, which is a natural stepping stone to looking a little closer at whether they’re really on track.
We believe in the value of financial advice, and by helping customers engage with their pension more, we can help really enrich your conversations with them. And when they need advice, we’ll always direct them back to you for that deeper conversation.
We are doing more to help your clients see the value of their pension savings and if they're on track for the retirement they want.
Our mobile app makes it easy for them to keep an eye on their plan whenever they like.
It shows what their pension savings are worth now, and their contributions. Including what the tax man’s put in, and any employer contributions too.
They’ll be able to see how their savings are performing, any charges they’ve paid and any ProfitShare we’ve awarded.
The app also helps your clients look ahead to see what their pension savings could be worth when they retire.
To find out how we can support your clients retirement planning speak to your usual Royal London contact or visit our website.
Our mobile app is just one of the ways we engage customers throughout the life of their plan and help enrich your client conversations. We communicate with customers in a meaningful way and at the right time, to help drive the right behaviours. And we help make it easy for you to provide an ongoing service to your clients too. Here are a few examples:
Our annual statement is clear and visual, helping customers really understand their retirement savings.
Our Review Service is designed to save you time and money, helping you provide client reviews cost-effectively, for individual clients or those in a workplace pension.
We believe in engaging with customers early. That’s why we write to them 5 years before their chosen retirement age to help them get ready.
We’ll continue to enhance our mobile app with new features, and we’ll listen to feedback to shape how we use digital capabilities to encourage better retirement outcomes, and further enrich your conversations.
The mobile app allows customers to engage when it suits them, and capabilities like push notifications also give us the opportunity to nudge customers to get them thinking about their pension savings at the right times. And we’ll make it easier for customers to access the app.
One of our adviser commitments is ‘when a client needs advice, we’ll point them to their adviser’. Throughout the app we position the benefits of independent advice, and we’ll look to enhance this in our future developments to help customers see you and us as a team.
Look out for future developments coming soon.
To find out more about our mobile app or any of our other engaging customer communications, speak to your usual Royal London contact.