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
- What is a pension? (opens in a new window)
A quick guide to the different types of pension and the benefits of saving for retirement. - How to look after your pension savings (opens in a new window)
Understanding how a pension works and how it can help your client feel more confident about the way they’re saving for the future. - Your pension questions answered (opens in a new window)
Find the answers to some frequently asked questions about pensions. - The journey of your pension money infographic (PDF)
This infographic shows what happens to your client’s money when they pay into their pension.
Divorce and pensions
- Separation or divorce guide (PDF)
A guide to reviewing finances if your client has recently divorced or separated. - Inheritance tax (IHT) (PDF)
This leaflet will help you demonstrate the importance of inheritance planning to your clients.
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
- Where does my pension go?
Everything your clients need to know about where their pension money goes. - How is my pension invested?
Find out more about how we balance risk, return and responsibility for your clients. - Is my pension invested responsibly?
Find out more about what the companies that benefit from your client's pension are doing in the real world - and how they're doing it. - Your guide to pension tax relief
A guide to help your clients understand the benefits of pensions tax relief and what it could mean for their pension savings.
Financial wellbeing
- Transferring out of your company pension - what are the pros and cons? (PDF)
This guide can help provide some basic factual information about the pros and cons of making a transfer out of a Defined Benefit scheme. - The new state pension - your questions answered guide (PDF)
This guide answers the most common questions we get about the new state pension. - Family financial planning guide (PDF)
This guide shows the facts you need to know before your clients expand their family.
Bereavement
- How to make sure the right person gets your pension when you're gone guide (PDF)
This guide gives your clients information about what can happen with their savings when they die. - Power of attorney guide (PDF)
A guide to how to set a power of attorney and their roles and responsibilities.
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
- What is a pension? (opens in a new window)
A quick guide to the different types of pension and the benefits of saving for retirement. - How to look after your pension savings (opens in a new window)
Understanding how a pension works and how it can help your client feel more confident about the way they’re saving for the future. - Your pension questions answered (opens in a new window)
Find the answers to some frequently asked questions about pensions. - The journey of your pension money infographic (PDF)
This infographic shows what happens to your client’s money when they pay into their pension.
Divorce and pensions
- Separation or divorce guide (PDF)
A guide to reviewing finances if your client has recently divorced or separated. - Inheritance tax (IHT) (PDF)
This leaflet will help you demonstrate the importance of inheritance planning to your clients.
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
- Where does my pension go?
Everything your clients need to know about where their pension money goes. - How is my pension invested?
Find out more about how we balance risk, return and responsibility for your clients. - Is my pension invested responsibly?
Find out more about what the companies that benefit from your client's pension are doing in the real world - and how they're doing it. - Your guide to pension tax relief
A guide to help your clients understand the benefits of pensions tax relief and what it could mean for their pension savings.
Financial wellbeing
- Transferring out of your company pension - what are the pros and cons? (PDF)
This guide can help provide some basic factual information about the pros and cons of making a transfer out of a Defined Benefit scheme. - The new state pension - your questions answered guide (PDF)
This guide answers the most common questions we get about the new state pension. - Family financial planning guide (PDF)
This guide shows the facts you need to know before your clients expand their family.
Bereavement
- How to make sure the right person gets your pension when you're gone guide (PDF)
This guide gives your clients information about what can happen with their savings when they die. - Power of attorney guide (PDF)
A guide to how to set a power of attorney and their roles and responsibilities.
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.