Pensions & benefits

DB member engagement and communication

Member engagement strategies designed to help you meet your goals and create better outcomes for your members. 

Better outcomes for your members are driven by member engagement, which in turn also facilitates the smooth running of your scheme, supports any necessary member data collection activity and allows easier implementation of change.

We have experts and specialists that rise to your member engagement challenges. Our pensions and member options experts, communication specialists and IT and technical teams work together to deliver seamless solutions tailored to your needs.

Better member outcomes starts with understanding your members and improving options

Our creative, innovative, and strategic approach is designed to help your members achieve better outcomes by designing appropriate member options strategies and delivering high-impact communications, placing member education, confidence-building, and decision-making at the heart of what we do. 

Whether you’re looking to enhance your members’ experience, offer greater flexibility or support your journey towards your scheme’s endgame, we can help. 

Understanding your current member options

We’ll review your existing options to understand what’s currently provided to members, assess your current terms and take-up rates, benchmark how this compares to other pension schemes and highlight any areas of improvement. 

Developing a strategy that delivers your objectives

Delivering your objectives is central to the solutions we develop. We’ll work with you to design and implement a member options strategy to meet your goals. This could include exploring new options for members at retirement or amending your existing ones.

Plus, if you’re looking to offer additional retirement support for your members, we can help you select and implement a specialist financial adviser based on our extensive experience of the market. 

Engaging your members

We’ll work with you to develop a robust member engagement strategy and tactical plans to best communicate your member options. Whether we’re creating a retirement options modeller, designing a captivating video or delivering communication by print we understand that your members will have a diverse range of needs and preferences. We have hands-on experience of waking-up and re-engaging with members who have lost touch with your scheme. Our communications are designed to build trust and confidence whilst making options simpler and easier for members to understand. Crucially, we’ll work with your administrator and any appointed financial adviser to best leverage existing member touchpoints and create a seamless and supportive experience for your members.

Measuring and monitoring the impact

We build in checks that help us make sure your engagement strategy meets the needs of your members and has achieved what it was designed to do. And importantly, we use what we learn to improve and adapt your communications in the future.

And, if you’ve appointed a financial adviser, we’ll build in a framework to monitor the service outputs to make sure you're getting the best value, and your members are getting good outcomes.

Great member engagement comes from more than helping members understand their options at retirement

Helping your members understand their retirement options is a great start. But truly great engagement comes from maintaining a regular drumbeat of relevant communications and touchpoints throughout a member’s lifetime. 

Every member is different. And so are their needs and preferences, which can change over time. Our creative approach is designed to help you to meet your goals by delivering member-focused communications to increase member engagement. We find the best way to turn complex pensions topics into engaging, creative, and innovative communications.

Whether you’re looking to engage members over the long-term or have a one-off communications challenge, we can help. 

Creating the right engagement strategy

We’ll work with you to develop a robust communication strategy and tactical plans to achieve your goals and drive member action where it’s needed. Together we’ll agree how much segmentation and personalisation to use, and which media and channels best suit your needs. We’ll use the agreed plans to project manage your communications delivery to make sure every element is delivered at the right time, to the right members.

Delivering brilliantly simple communications

Whether we’re creating a suite of digital communications, designing an engaging newsletter or campaign to help you attract and select your next Member Nominated Trustee or delivering a stand-alone Summary Funding Statement by print, we place accessibility and inclusivity at the centre of what we deliver. Our communications are designed to make pensions simpler and easier for members to understand.  

Get in touch

If you would like to know more about our services and how we can help you.

Contact us