Maximise Your Pension Season

Start Planning Your Clients' Pension Now

 

We want our customers to look forward to retirement on their terms so we're delighted to support your pension campaign this year.

By building futures together, we can help our customers plan for the life they want to live in retirement, their Second Life, their way.

Pension adjustment order (PAO)

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Use Client View to customise your pension campaign

  1. Log in to Client View and find your customers using the new Personal Pension filters
  2. Export your list to Excel     
  3. Download your campaign letter template and top up checklist
  4. Run a mail merge to populate your campaign letter with customer data from your list

Login to Client View

 

These new guides can help explain how making simple choices today can help customers plan for the life they want to live in retirement 

Guides

Your Pension. Your Way.

MyFolio. A simpler solution to long-term investing

Application forms

Top up checklist

Synergy Personal Pension

Synergy PRSA

Supporting documents

3 reasons to choose MyFolio

6 things to consider for your client's pension contributions

 

Special pricing terms

 

Get in touch

Talk to your Business Manager today about how we can help you run a targeted campaign with your clients on all the channels on which you have a presence.