Maximise Your Pension Season
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.
Use Client View to customise your pension campaign
- Log in to Client View and find your customers using the new Personal Pension filters
- Export your list to Excel
- Download your campaign letter template and top up checklist
- Run a mail merge to populate your campaign letter with customer data from your list
These guides can help explain how making simple choices today can help customers plan for the life they want to live in retirement
Guides
Pension Season reference guide 2021
Six things to consider for your clients’ pension contributions
MyFolio. A simpler solution to long-term investing
Funding after age 70 (Retired)
Funding after age 70 (Still in employment)
Funding after accessing benefits
Funding at the point of retirement
Application forms
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.
