Workplace pension engagement
Bespoke strategies that help you deliver engaging and insightful pension communications to your people, in ways that resonate most with them"Driving positive pension engagement can support your people’s financial futures"
We love working with paternalistic employers who value the investment they’re making into the pension plan they provide to their people. Employers like these understand how a good pension strategy can be used as a mechanism to attract and retain the best people - going above and beyond your minimum legal requirements can help you stand out in a crowded jobs market and be seen as an employer that invests in it's people.
Martin Parish
Head of Retirement
Retirement is about freedom and choice, but it starts with understanding
We help your people grasp the fundamentals of their workplace pension: how it works, why it matters, and how to make the most of it. Our tailored engagement strategies are designed to build confidence, improve financial literacy, and empower your people to take control of their retirement journey - not just stay enrolled, but actively use their pension to shape the future they want.
- How pensions work and why they're so important
- Contributions and tax efficiency
- Available investment choices
Engaging your people through every stage of their working life (and beyond)
We recognise that everyone is unique and at different stages in their lives, which is why one size doesn’t fit all when it comes to communicating long-term saving. By tailoring messages to individual needs, life goals and circumstances, we make saving into pensions more relevant, meaningful and inspiring - helping people feel confident and motivated to take positive steps towards their financial future.
Growth
- Compound returns and why time is their greatest asset
- The impact of their contribution over time
- Helping people understand their investment choices (e.g. ethical, sustainable funds).
- Signposting them towards digital tools
Consolidation
- Helping them forecast whether their current savings match their desired retirement aspirations
- Reviewing their current investment strategy
- Assessing contributions to close any savings gaps before retirement becomes imminent
- Consolidating past pension pots for easier management and potentially lower fees
Retirement
- Reviewing, tracking down and consolidating pension pots
- Reassessing pension investments and charges
- Exploring retirement income options (e.g. drawdown, annuities, lump sums).
- How much income their pension will generate – and whether they need to increase contributions
Download your guide to effective workplace pension engagement
- The benefits an effective pension engagement strategy brings to not just your people, but your business as a whole
- The methods and messages you can use to best capture your multi-generational workforce
- The key components we think should form the foundations of a good pension engagement strategy
We’re specialists in data-driven pension communications…
Our Nudge communication tool uses data and smart algorithms to identify key moments in your people’s working lives and deliver tailored messages. Acting like a 24/7 pension engagement engine, it creates a personalised communication journey that helps employees understand the value of saving, build a healthy retirement fund, and stay on track with their long-term goals.
We love delivering educational sessions in-person too
We can deliver education sessions for your people in-person or via interactive webinars, and at a time to suit your business and your people’s busy lives. We can also visit your business to run one-to-one clinics, or more informal drop-in sessions, where your people can pop in and have a chat in a more relaxed session.
Tania Parmar
Client Relationship Director
Our financial planning team give your people access to regulated advice
We’re committed to challenging the misconception that financial advice is only for the wealthy. NFP’s financial planning team give your people direct access to trusted guidance on complex and important decisions – from retirement planning to protecting their families – helping them avoid costly mistakes, make the most of their savings, and get the support they need at life’s most important moments.
David Collins
Financial Planner
Our financial MasterPlans help your people visualise their financial future
Presented in a series of powerful, interactive, and visual charts, our MasterPlan technology gives your people a live visual projection of their financial future and helps them answer three vital questions on the financial wellbeing of them and their family:
- Will I/we be alright?
- Can I/we afford our desired lifestyle?
- What can I/we do now to secure our desired future?
Request a chat with one of our pension engagement specialists
To discuss how we can help you implement an engagement strategy that empowers your people to make better pension decisions, get in touch with one of our specialists.