Our employee enrolment pack has been designed with the help of detailed research, with advisers, existing schemes and employee focus groups. The pack includes an
- Interactive joining workbook
The workbook contains information that employees find engaging and straightforward. It takes them through the decision-making process, enabling them to evaluate their current position, identify their needs and decide what is best for them
- Interactive CD
The CD contains a range of decision-making tools to assist employees. It also contains copies of important literature, including key features, investment guide and policy provisions, significantly reducing the amount of printed material that an employee receives
As part of the member communications strategy, our employee joining workbook is designed to ensure flexibility, and can be tailored for certain schemes.
Employees can access the following tools to help them make a decision
- Pension planner
A calculator which allows employees to see how much they might get back from their pension. It has the facility to calculate if there is a potential shortfall on their retirement goals
- Indulgeometer
Helps employees see where they can find the money to make their pension payments
- Investment decision tool
Helps employees to determine which pension investment approach meets their specific needs and attitude to risk and reward
- More tools and calculators
