FOR ADVISERS ONLY
Our workplace pension
When it comes to workplace pensions, we focus on what really matters to you and your clients.
So whether you’re setting up a new workplace pension, or switching an existing scheme, you can rely on us to take care of you and your clients every step of the way.
Learn more about our award-winning workplace pensions
Standout service
We believe you and your clients deserve outstanding service. It’s probably this belief that’s seen us consistently rated five stars for our pensions service at The Financial Adviser Service Awards.
Our outstanding service is a mix of dedicated experienced people and online technology which makes setting up, switching, or managing a scheme as simple as possible for you and your clients.
Engaging communications
We know your workplace clients want their employees to see the benefits of their investment in them, so we’ll work with them to create an engaging employee awareness strategy and help them to raise awareness of their new scheme.
We’ll keep that engagement going, by encouraging employees to get closer to their pension and really understand it’s long-term value.
Responsible investments
Our default Governed range of investments options will help you and your clients find the right balance. All safe in the knowledge that Environmental, social and governance (ESG) issues are at the heart of our investment decisions.
Our strong governance means our Governed range is continually monitored through regular reviews, hands-on supervision and ongoing fine-tuning, helping to ensure they deliver in line with expectations.
Retirement flexibility
When it’s time for your clients’ employees to retire we’ll help them to prepare. Our range of Governed Retirement Income Portfolio, and investment pathways, will give them flexibility to enjoy their pension savings in a way that suits them.
Supporting your workplace pensions conversations
What else can you expect from us?
- We're committed to advisers
We’re committed to working in partnership with advisers because we believe customers enjoy better outcomes when providers and advisers work together. - We deliver hands-on support
When you work with us, you'll always deal with a named contact and have a direct line to reach them on. - We share our profits with your clients
When we do well, we aim to give your clients’ scheme members’ pension savings an extra boost by adding a share of our profits to their plan each year. We call this ProfitShare. - We’re award-winning
We’ve won five stars for service for 13 years in a row. And we’re proud to say we’re the only one of our main competitors with this track record in service.