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Pension communications – clear and simple
Educating and involving your members on the way to retirement
Communications with passion and purpose
From insightful, strategic consultancy to expertly crafted words and design – it all matters
Our Communications & Engagement team specialise in simplifying complex pension information so your members understand and feel confident making decisions about their financial future.
And when your members are actively involved at every stage of the retirement journey their outcomes improve and your risks reduce.
The challenge
Plan today, prepare for tomorrow
Retirement can feel like something to think about ‘one day’ for many pension scheme members regardless of what stage they’re at in their life and career. And that can mean low engagement, understanding and confidence when it comes to planning for the type of retirement they envision.
As trustees and sponsoring employers, you also have a duty of care to communicate clearly, fairly and consistently with your members in line with guidance from regulators and the Ombudsman. To meet those aims effectively, you’ll often need to go above and beyond the standard communications – translating all that complexity into something meaningful so your people are empowered to make better decisions.
Our approach
Strategic, relevant, creative
True engagement is about more than awareness. It’s about helping members to do the right things in the right way, at the right time. Guided by our core philosophy of Education, Inspiration and Action, our team of Strategists, Copywriters, and Designers will work in partnership with you to bring your aims and objectives to life. We’ll:
- Build a picture of your scheme and members to develop a practical engagement strategy that really works.
- Deliver accessible, understandable communications through a broad range of channels for diverse memberships.
- Demonstrate technical accuracy and compliance with industry standards so your members can be confident in the information we tell them.
- Check we’ve delivered on what we promised, report on your successes and evolve to improve as we go along.
What we deliver
Influencing your people and their decisions. For the better
Whether it’s supporting your scheme on the journey to buy-out or guiding members to and through retirement, we’ll deliver communications that engage, educate and empower, through:
- End-to-end communication journeys for key life stages, retirement options and scheme changes
- Targeted, data-driven campaigns to drive action in line with scheme goals
- Accessible, inclusive communications that are FCA Consumer
Duty compliant - Educational content with no jargon, explaining complex pension
topics clearly - Multi-channel approach across digital and print tailored to your membership
- Assets designed to reach everyone - from letters and emails to workshops, videos, websites and newsletters
How we work
A purposeful process, built on membership data
We don't guess; we analyse. We begin by mapping your unique scheme membership to uncover hidden communication barriers and demographic nuances. From there, we build a tailored, multi-channel strategy suitable for members at every stage of the retirement journey. This continuous loop of activation, listening and data-driven refinement ensures your messaging doesn't just land – it drives action.
Your strategic partner
Working in partnership with your scheme advisers
Our team of communications experts sits in the wider pensions and employee benefits practice. We’re a seamless extension of the team working collaboratively to align all our member communications with scheme strategy, legal requirements and administration processes.
We work closely with trustees, sponsoring employers, administrators or investment advisers, combining a wealth of technical knowledge with a passion for accessible and inclusive communications. It means we can be sure:
- Messages are consistent for everyone across all touchpoints
- The scheme’s long-term goals are fully supported by relevant communications as part of a wider engagement strategy
- Client and member feedback is listened to and used to refine future activity
