Actionable insights drive informed retirement decisions
Our flexible retirement options guidance tool educates DB members and simplifies the possible options available to them as they near retirement. The tool is available to members over 55 years who are interested in retiring, or potentially taking their benefits elsewhere.
To increase engagement and retirement readiness across your pension membership, the flexible retirement options guidance tool helps trustees to:
- Better prepare their members for both near-term and more distant retirements
- Communicate potential options to members based on their personalised data
- Provide unbiased information that can assist members in understanding their options at retirement
In many cases, members remain within the scheme and take their scheme benefits with a greater level of understanding and appreciation. And for those who decide to investigate a transfer, they do so from a more informed position.