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.

alert Please note 
 

We’re working really hard to get all literature up to date to reflect recent changes for tax year end and lifetime allowance updates. Unfortunately some of the literature may not be available at this time. Please check again later.

alert Important note when using our email templates 
 

This wording has been approved by Royal London for use in its current format, please only alter highlighted or bracketed wording. Royal London is not responsible for any further changes you make to the content.

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.

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 contribution material highlights the benefits of tax relief and points towards information to help them decide if they want to increase their regular contributions or make a one-off pension contribution to their plan, and how to do this.

You'll find engagement content for use in the run up to tax year end and all year round, including email wording, email footers, digital banners, posters and case studies.

Suggested for use before Tax year end (January-March)

 

Suggested for use after Tax year end (April - December)

 

Case studies

Should I increase my regular contributions? (salary exchange schemes)


Should I increase my regular contributions? (relief at source schemes)

 

Your bonus could help your pension savings grow (bonus exchange) 

 

Your bonus could help your pension savings grow (relief at source schemes) 

Tell your employees about our climate change commitments and how their pension savings are helping to do good.

Encouraging your employees to download our mobile app and check in on their pension regularly can help them understand if their pension is on the right path, and value the long term benefits their workplace pension scheme offers.

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.

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.