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Supporting trustees

We work hard to support your appointed trustees with service excellence and a full range of support materials for scheme engagement

Helping to develop pension engagement

We give your trustees access to our toolkits – a suite of useful content to help you and your trustees engage members in their pension scheme. These toolkits include guides for welcoming and transferring employees into their retirement savings scheme.   

We’re also able to guide your trustees through the process of auto-enrolment to make sure you meet your regulatory obligations as an employer.  

Financial education resources

Our research shows that a person’s money mindset can have a significant impact on how much they save for the future - it’s not only about their financial position.* This means that you and your trustees can play an important part in increasing employees’ financial wellbeing by offering financial education. We’ll help by providing a wide range of financial wellbeing online tools and resources, and access to the latest behavioural research in this area.

Learn more about our financial wellbeing support

Scheme insight and analytics

We offer access to data-driven insights and comprehensive management information. Member Insights is our online, all-in-one reporting and governance tool. It simplifies governance data to help save your trustees time and provides in-depth insights into member behaviour.  

Member Insights gives your trustees all the information they need to make the most of your scheme and take informed decisions. They’ll also be able to see opportunities where tailored communications could help members take corrective actions – so you can grow pension engagement within your workforce.   

See more online tools and resources to support your scheme.

*Financial Wellbeing Index

For additional or personalised support, your trustees can contact your Client Manager at Aegon.