Pensions client engagement

At Royal London, we know the importance of being able to find the right content to support your client conversations.

So we’ve created this hub to help you access all our client-facing material in one place. Whether you’re looking for content on pension switching or educational information, you’ll find what you’re looking for here.

Saving into a pension

Divorce and pensions

Pension switching

  • Pension switching leaflet (PDF)
    Highlights the benefits of pension switching and consolidation, with a case study to bring this to life.

Pension and investment education webpages and videos

Financial wellbeing

Bereavement

Investment content

Investing in your future guide (PDF)
A guide to the investment options we offer.

Fund summary leaflet (PDF)
This leaflet details the investment funds available to your clients when investing in a Royal London Pension.

Governed Portfolio guide (PDF)
This guide gives your clients more in-depth information about our Governed Portfolios.

Governed Retirement Income Portfolio (GRIP) leaflet (PDF)
This guide gives your clients more in-depth information about our GRIPs.

Sustainable fund range guide (PDF)
This guide gives your clients more in-depth information about our sustainable fund range.

Investment webpages and videos

Our latest market update
We share the latest market update to help your clients understand how stock markets may be having an impact on their pension savings.

Responsible investment

Our climate change commitments webpage
We look at our five key commitments for climate change and how our climate pledges are helping us achieve them.

Saving into a pension

Divorce and pensions

Pension switching

  • Pension switching leaflet (PDF)
    Highlights the benefits of pension switching and consolidation, with a case study to bring this to life.

Pension and investment education webpages and videos

Financial wellbeing

Bereavement

Investment content

Investing in your future guide (PDF)
A guide to the investment options we offer.

Fund summary leaflet (PDF)
This leaflet details the investment funds available to your clients when investing in a Royal London Pension.

Governed Portfolio guide (PDF)
This guide gives your clients more in-depth information about our Governed Portfolios.

Governed Retirement Income Portfolio (GRIP) leaflet (PDF)
This guide gives your clients more in-depth information about our GRIPs.

Sustainable fund range guide (PDF)
This guide gives your clients more in-depth information about our sustainable fund range.

Investment webpages and videos

Our latest market update
We share the latest market update to help your clients understand how stock markets may be having an impact on their pension savings.

Responsible investment

Our climate change commitments webpage
We look at our five key commitments for climate change and how our climate pledges are helping us achieve them.

Tools to support client conversations