Template
Simpler Annual Statement template – free
The original model statement that led directly to the statutory guidance. Complete wording, easily adaptable for your DC scheme.
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High-quality templates and videos for those challenges you have to get right - from reassuring pension scheme members about buyouts to bringing TCFD reports to life.

Template
The original model statement that led directly to the statutory guidance. Complete wording, easily adaptable for your DC scheme.
Template
Essential wording to explain GMP equalisation (with an animation too). Created with top DB schemes, tested on members.
Template
A member-friendly summary that can be adapted for your scheme. Rigorously tested with members.
Template
Template letters for every step of the journey, from announcement to wind-up. Compliant, fully tested, and used by several schemes.
Template
A one-pager setting out the key facts of auto enrolment in Ireland, in clear, straightforward language.
Videos can be a great way to explain complex, intangible or emotive ideas. These ones are all free for anyone to use. Email us to embed a video on your site or commission a bespoke one.
Email usAn outline of the 3 ways you can use your pension pot when you come to take the money out.
A short video to explain to members the basics of a DB pension scheme buyout.
What happens to your pension money from the moment it leaves your pay packet to the moment you get it back? This video shows your money’s amazing journey – building stuff, creating jobs and doing good.
Investment risk explained in 3 minutes. With jokes. If it helps you start conversations about investing, feel free to share, embed and otherwise enjoy.
The second of our gag-packed animations on investment risk. This time: how to reduce or spread risk. If it helps you start conversations about investing, feel free to share, embed and otherwise enjoy.
A pension from your employer is a really easy way to get more money when you're older. This 8-legged employee finds out how it works and why you should be bothered with it.
Top tips to avoid getting suckered in by pension scammers.
A video for any DB pension scheme to use to explain Guaranteed Minimum Pension Equalisation to their members.

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