- Helping members of occupational pension schemes to better understand their benefits.

17th November 2019
:: Trustee

Our Scheme Member Zone provides a range of Factsheets for your members, written in ‘plain English’ and without complicated terms or jargon.
Pension education actual results: more... 
After receiving pension education:
45% sought financial planning advice
45% increased their savings / investments for retirement
25% of those eligible increased their contributions to their pension
77% looked at their occupational / personal pension fund statement and forecast
59% obtained a forecast of their state pension
27% changed their intentions about retirement (with the majority intending to work longer)
Trustee Zone 
Welcome to the Trustee Zone – a wealth of FREE articles and information on the issues affecting trustees that sponsor or support a pension scheme. Your scheme will include active, preserved and pensioner members, and provision of pension education to your scheme members today is vital.
Visit The Boardroom™ for a suite of tools to help you provide detailed information about your scheme members' pension benefits. For access to our specialist Pension Analysis and Transfer Analysis forms and questionnaires in The Boardroom™ subscribe for just £15 per month.
The Boardroom
The Boardroom
A range of services and tools for employers who run a pension scheme.
Financial Education
Financial Education
The benefits of financial education are many and varied.
Stay one step ahead, or 
is just 'being compliant' good enough?
Improve your efficiency by following top hints and tips from specialist business experts 
News, documents, bulletins and briefings from a wide variety of organisations. 
Daily news roundup of pensions-related news items   
'Free' Services - good or bad?
'Free' services
Is 'free' information a good deal, or is it more likely to be out of date? 
Platinum Service
Platinum Service
Tailor-made services for your organisation. Tell us what you want. 
Adviser Forum
Trustee Forum
Exchange views, share ideas or team up with like-minded employers. 
Website Audit   
Website Audit
Is your website up to date? 1-in-4 we surveyed had basic errors. 
The purpose of the Trustee Zone is to help you: 
  • educate and inform your pension scheme members – simply and effectively. 
  • keep up-to-date by linking you to key pension related issues that may impact upon employers (see The BoardroomTM).
  • provide a platform for employers to exchange views and opinions. more...
Our Platinum Service provides an additional option where we tailor information to your specific scheme.
We don’t give advice. Advice is subjective. It is an opinion. We do, however, understand the challenges you face.
We are impartial. We are passionate about detail and accuracy.
We spend our time researching and writing, evaluating and analysing, developing and designing so your valuable time is spent doing what you do best – managing your business – it’s as simple as that!
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© Ltd – 2019