Deliver a personalised and engaging member experience
Our animated pension summaries provide a real-time, personal overview of a member’s current position, with a nudge to our DC retirement modeller so they can take a closer look and check if they’re on course to meet their financial retirement goals.
Delivered in video form, as a supplement to traditional paper statements, members have anytime-access to an animated and up-to-date summary of their pension pots. If they aren’t on track to meet their goals, the tool also provides recommendations for simple changes so they don’t miss their retirement targets.
Offering your members animated pension summaries can increase engagement in the pension planning process. The tool helps to:
- Improve visibility into the current valuation of their DC pension and includes a summary of contributions from the past 12 months
- Increase retirement readiness as members get the facts on where they are instead of relying on where they think they are
- Decrease the risk of underfunded pension pots