Previous members of workplace GPP and Stakeholder schemes now benefit from our new annual statements. We’ve created a fresh and modern design, that’s simple and easy to follow. It’s packed with clear and colourful visuals and pulls out the key things that our customers tell us are important to them.
You’ve told us you no longer need us to send you copies of the annual statements. But if you do need access to any specific customer’s annual statement, they’re now available on our award winning online service.
If you use your client's annual statement as an opportunity to get in touch and review their plan, our Review Service could put more power in your hands.
In just a few simple steps, you can create engaging, visual reports that will dig deeper into the information they'll receive from us. This service is available to you at no extra cost.
You can see how it all works at adviser.royallondon.com/reviewservice.
Our new continuation plan annual statement follows improvements that we made back in February and August. This underpins our belief that our customers should always seek professional financial advice when making decisions about their retirement savings.