Support materials
As an employer, you can help your employees understand the benefits of their workplace pension and how to improve their financial wellbeing.
We've created this employee engagement toolkit to support regular communications with your employees. The information aims to help employees make the most of their workplace pension, improve their financial education, and build their financial resilience.
You can download the resources on this page by clicking the relevant links.
Reinforce the valuable benefit you're providing and help your employees understand how their pension works, why it's different to a savings account and what happens to their money when it's invested.
- Introducing your pension scheme email template (DOCX)
- How a pension works leaflet (for Net contribution schemes) (PDF)
- How a pension works leaflet (for schemes with a salary exchange arrangement) (PDF)
- Saving for your future booklet (PDF)
- What's stopping you? booklet (PDF)
- Existing member poster (PDF)
- Introduction to your workplace pension video
- How a pension works video
- How is your pension different to a savings account? (for schemes with a salary exchange arrangement) (PDF)
- How is your pension different to a savings account? (relief at source) (PDF)
- How much should I be paying into my pension? (for schemes with a salary exchange arrangement) (PDF)
- How much should I be paying into my pension? (relief at source) (PDF)
- What happens when your pension money leaves your pay (PDF)
- How your money is invested in social housing (PDF)
Help your employees understand how salary exchange works and how they can benefit from this arrangement longer term.
Help your employees understand how they benefit from tax relief on their pension contributions.
Your employees can choose to move their existing pension savings to Royal London when you move your scheme to us.
You can raise awareness of this option and highlight there will be a transfer window with the materials below.
Our single contribution material highlights the benefits of tax relief and points employees towards our secure online form if they decide to make a one-off payment into their pension. You can use our email wording and print copies of the poster.
Tell your employees about our climate change commitments and how their pension savings are helping to do good.
Help your employees build their financial resilience by telling them about our free financial wellbeing service, where they can carry out a financial health check, access ongoing financial education and support tailored to their personal circumstances, and check if they're eligible for state benefits.
Help your employees digest important topics like budgeting, the State Pension and family planning with our financial wellbeing content. Share the links below with your employees by adding them to your communications and/or internal websites.
- Decoding your tax code
- Family financial planning
- Five good reasons to transfer out of your company pension…and give good reasons not to
- Five things to consider before opening a branch of ‘The Bank of Mum and Dad’
- Good with your money - avoiding scams
- How to make sure the right person gets your pension when you’re gone
- Power of attorney explained
- The new state pension – your questions answered
- Managing your money article
- Why saving beyond pension tax relief limits might not be a bad idea
Our articles and guides are also available for employees on our mobile app and employee hubs.
If you have employees approaching retirement, these resources can help them understand more about their options.
It's important your employees tell us who they want their pension savings to go to when they die.
Encourage them to nominate a beneficiary, and keep their details up to date with the below engagement materials.
You can download and send the communications to remind employees about nominating their beneficiaries using our mobile app, or our secure online form.