Driving positive financial futures through strong engagement

We're focused on achieving good outcomes for everyone and believe clear and simple communication plays a key role in doing this.

When you and your clients work with us, you'll both have access to a range of online tools and resources to support your conversations and drive scheme engagement. 

Supporting your client conversations

Whether you're setting up a new scheme, moving an existing one to Royal London, or simply reviewing your client's current scheme, we have tools and materials to help.

Building better employee engagement

We’ll work with your clients to create a strong employee engagement plan, and we'll help their employees to understand their pension, and how to benefit fully from it.

We'll help your clients raise awareness of their new scheme so their employees know what to expect and when. We'll even add your client's own branding to some digital and printed materials, at no extra cost.

Our employer toolkit has a selection of campaign materials for your clients to choose from, to help engage their employees with their pension.

Plus our direct offer toolkit can help those considering transferring their pension savings to understand what they need to do and when.

We believe timely and relevant communication helps engage employees with their pension so from the moment they join their scheme, through to retirement, they'll receive:

  • A welcome pack with useful information about their new pension.
  • Emails to confirm their first contribution payment, explain how to download our mobile app and encourage them to register beneficiaries using our mobile app or online form.
  • Information on transferring existing pension savings.
  • An invitation to sign up to our financial wellbeing service.
  • Retirement reminders, with information on their options and the support available, from age 50, then every 5 years.

They'll also get yearly statements, including video statements designed to help employees understand where their money is invested, how it's performing, and what it could look like at retirement.

If they have the mobile app and they choose to have mobile notifications turned on, they'll hear from us about things like ProfitShare awards, upcoming webinars and competitions. Plus gentle nudges to check in regularly on their savings.

Connecting employees with their pension

Once employees have joined their pension scheme, they can keep track of their savings or access helpful information and guidance through our mobile app or employee hub.

We’ll send your client regular emails packed full of information to help them keep on top of their duties (called 'Pension Matters') as well as content they can share with their employees.

These include details on any enhancements we’re making, legislation changes or support material you or your client can use to reignite the pension spark with employees.

Need to know more?

If you want to find out more about how we can support you and your clients with their workplace scheme, speak to your usual Royal London contact.

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. 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.