Health Check. Consolidation. Online servicing

Transcription

1 Supporting you Order form Campaign support Options and flexibility Our ready to go campaigns can help your employees become better informed and more engaged with their pensions. We would recommend campaigns 1-3 if you re about to begin the auto-enrolment journey. Campaigns 4-14 are recommended for use at any time. Simple Steps (campaign 4) and Online Servicing (campaign 5) are good campaigns to start with. For a small fee we can change the images on the campaigns to images provided by you, so your employees engage even more. Or if there s something specific you d like to tell your employees, please let us know and we can see if we can help you. Speak to your usual Standard Life relationship manager or us at 56degrees@standardlife.com Use the tools Building awareness Health Check Autoenrolment Consolidation Online servicing Important notes about your order Please complete the following information to help us support you with your request. Return form to workplace_comms@standardlife.com To allow us to progress your order as quickly as possible, please make sure that you detail the required call to action for each campaign where required (section 3a & 3b) and supply your logo in the correct format (detailed in section 4). Supporting you 01/09

2 Section 1 Basic information Contact name Contact Contact number Scheme name Scheme number For the attention of Address Postcode Your order will be dispatched directly to the address above within 5 working days. templates and screensavers will be supplied via . If you require a logo to be printed but don t include the correct version (see section 4), or if you order a very large amount this may take longer. We ll send you a confirmation when we receive your order. Date ordered (DD/MM/YYYY) Staging date (if applicable) (DD/MM/YYYY) Supporting you 02/09

3 Your new pension is on its way. Being in a workplace pension is the only way of saving for retirement where your employer will give you extra money on top of your salary. Plus, you ll also get tax benefits from the Government. Sorted. To find out more speak to your employer or visit standardlife.co.uk Remember, you can speak to a financial adviser if you re unsure about anything to do with your workplace pension. Your new pension is on its way. Being in a workplace pension is the only way of saving for retirement where your employer will give you extra money on top of your salary. Plus, you ll also get tax benefits from the Government. Sorted. To hear more about your pension, come along to a presentation: Section 2 Please select your campaign by ticking the relevant box(es) and adding in the quantity you require Campaign 1: Building awareness Got a job Got a pension Got a future CIAB1PO Got a job Got a pension Got a future To find out more about your new pension speak to your employer or visit standardlife.co.uk CIAB1SS GEN1656A Got a job Got a pension Got a future Flyer CIAB1FR A short talk about your long-term future Presentation poster CIAB1PO_A i GEN2025A has white space to add your own details. If you would like typeset copy we can do this for a fee. Type your poster copy in section 2. Presentation poster, add your copy here: Campaign 2: Countdown campaign s GEN1657A s GEN1658A s GEN1657B s GEN1658B Supporting you 03/09

4 Section 2 Please select your campaign Campaign 3: Auto-enrolment GEN1660A GEN1661A GEN1662 Your auto-enrolment staging date Handout with payslip GEN1831A A5 Flyer handout or deskdrop GEN1983A If ordering the payslip handouts, please tell us the month you plan to use with your payslips. GEN1660B GEN1661B GEN1662 Your auto-enrolment staging date Handout with payslip GEN1831B A5 Flyer handout or deskdrop GEN1983B If ordering the payslip handouts, please tell us the month you plan to use with your payslips. Campaign 4: Simple steps for a future to look forward to GEN1663 GEN1664 GEN1665 Supporting you 04/09

5 Download the Standard Life app on your phone and tablet so you can track your pension anywhere Go online to Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. CIAB5PO Standard Life, images reproduced under licence. Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Google Play is a trademark of Google Inc. Download the Standard Life app on your phone and tablet so you can track your pension anywhere Go online to If you have any questions about the online services, call our dedicated team on: and us and help with our training. Call charges will vary. Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. CIAB5ZC Standard Life, images reproduced under licence Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Google Play is a trademark of Google Inc. Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. CIAB5SS Standard Life, images reproduced under licence. Benefits of tracking your pension online Managing your pension pot online means you ll be able to see what money you have saved towards your retirement. This means you can plan better and make more informed decisions about your pension. Check how much your plan is worth Update your personal information Nominate a beneficiary Get a retirement illustration Change your selected retirement date See where your pension is currently invested, and see how it s performing View all your pension plan information including payments and statements Switch funds (for some products) Make a payment (for some products) Make a withdrawal from your pension savings from age 55 (for some products) How to review and manage your pension online 1. Go online at to register/login. 2. If you ve forgotten your details, you can reset them online. 3. If you are having any difficulty, we re available to help by calling (Mon-Fri 9am-5pm). Download the Standard Life app on your phone and tablet so you can track your pension Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Google Play is a trademark of Google Inc. Go online and choose to go paperless It s secure as only you can access your statement It s convenient as we ll you when your statement is ready to view It s environmentally friendly less paper, less shredding, less recycling Section 2 Please select your campaign Campaign 5: Online servicing Benefits of tracking your pension online Managing your pension pot online means you will be able to see what money you have saved towards your retirement How you can track your pension online CIAB5PO Benefits of tracking your pension online Managing your pension pot online means you will be able to see what money you have saved towards your retirement How you can track your pension online CIAB5SS Your pension plan Managing your Standard Life pension online and on our app CIAB5EM Calls may be monitored and/or recorded to protect both you Flyer CIAB5ZC Campaign 6: Use the tools GEN1674A GEN1675A GEN1676 GEN1674B GEN1675B GEN1676 Supporting you 05/09

6 Standard Life Financial Health Check tool is a quick and easy way to assess your financial wellbeing and a great way to get tips on how you could improve your financial fitness. Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH.Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. CIAB7PO Standard Life, images reproduced under licence How financially fit are you? Answer just a few questions to get your personalised financial health check. Take a few minutes to answer some simple questions to get your personalised report full of handy hints and tips. The report will include: everyday money saving and investments retirement protection Standard Life Financial Health Check tool is a quick and easy way to assess your financial wellbeing and a great way to get tips on how you could improve your financial fitness. This report isn t classed as advice, but is a good way of finding smart ways to make your money work harder for you. Click the link below to get your report now insert link Standard Life Financial Health Check tool is a quick and easy way to assess your financial wellbeing and a great way to get tips on how you could improve your financial fitness. Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH.Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. CIAB7SS Standard Life, images reproduced under licence Section 2 Please select your campaign Campaign 7: Health Check Are you financially fit? Are you financially fit? CIAB7PO CIAB7SS Visit (insert URL) Visit (insert URL) CIAB7EM Campaign 8: Increasing payments GEN1677A GEN1678A GEN1679 Flyer GEN2107A GEN1677B GEN1678B GEN1679 Flyer GEN2107B Supporting you 06/09

7 Join 8,000 of our customers who brought their pensions together over the last year. Giving them one simple plan, one view on retirement, one great deal. Transferring other pensions will not be right for everyone. You need to consider all the facts and decide if it is right for you. If you re unsure, speak to an adviser. As with any investment the value of your investment can go up or down and may be worth less than was paid in. All you need to do is call or visit Calls may be monitored and/or recorded to protect you and us, and help with our training. Call charges will vary. Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. CIAB10PO Standard Life, images reproduced under licence. Giving them one simple plan, one view on retirement, one great deal. Transferring other pensions will not be right for everyone. You need to consider all the facts and decide if it is right for you. If you re unsure, speak to an adviser. As with any investment the value of your investment can go up or down and may be worth less than was paid in. Calls may be monitored and/or recorded to protect you and us, and help with our training. Call charges will vary. Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. CIAB10SS Standard Life, images reproduced under licence. Section 2 Please select your campaign Campaign 9: Making a bonus payment GEN1884A GEN1885 GEN1886 GEN1884B GEN1885B GEN1886 Campaign 10: Consolidation i Things make more sense when you bring them together CIAB10PO Things make more sense when you bring them together Join 8,000 of our customers who brought their pensions together over the last year. All you need to do is call or visit CIAB10SS If consolidation items are selected, make sure you complete Section 3b. Things make more sense when you bring them together CIAB10EM Postcard CIAB10PC Supporting you 07/09

8 Section 2 Please select your campaign Campaign 11: Taking control of your investments GEN2031A GEN2033A GEN2032 GEN2031B GEN2033B GEN2032 Campaign 12: ScamSmart 2 Be A ScamSmart Investor ScamSmart ScamSmart 2 Anyone can be a target of investment fraud, and it is becoming more sophisticated and very difficult to spot. Fraudsters can be articulate and appear financially knowledgeable. They have credible websites, testimonials and materials that can be hard to distinguish from the real thing. Here are some tips to help you spot the scams and be a ScamSmart investor. Reject unsolicited calls and check the FCA Warning List CIAB12PO 32% of over 75s 22% of over 55s...believe they have been targeted by an investment scam in the last three years* 32,000 On average victims lost 32,000** each to investment fraud last year targeted by an investment scam in the last three years* On average victims lost 32,000** each to investment fraud last year...believe they have been 32,000 Investment scammers will use any tactic to take your hard earned cash, check you re staying scam smart by visiting CIAB12SS 32% of over 75s 22% of over 55s Investment scammers will use any tactic to take your hard earned cash, check you re staying scam smart by visiting Make contact unexpectedly about an investment opportunity, either by phone or Apply pressure on you to invest in a time-limited offer, for example, a bonus or discount if you invest before a set date Downplay the risk to your money, such as using legal jargon to suggest the investment is very safe CIAB12EM Call you repeatedly and stay on the phone a long time If you recognise any of these, you have every reason to be suspicious. If you re suspicious at all do not send any money. Make sure you re dealing with a reputable company before making any investment decisions. CIAB12SS Standard Life, images reproduced under licence Be wary of callers that do the following Say the offer is only available to you, or even ask you to not tell anyone else about the opportunity YouGov online survey of 1004 GB adults aged 55 and over in social grade ABC1 Figures from action fraud released in October 2016 * Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH.Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. If you re called about an investment opportunity, hang up Callers will pretend they aren t cold calling you. They may refer to a brochure or that they have sent you. Promise tempting returns that sound too good to be true ** People offering high risk investments or scams will often cold call. Firms regulated by the FCA are very unlikely to contact you in this way To find more visit YouGov online survey of 1004 GB adults aged 55 and over in social grade ABC1 ** Figures from action fraud released in October 2016 * Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. CIAB12PO Standard Life, images reproduced under licence. Campaign 13: Get a head start (auto enrolment increases) Get a headstart Why not get a head start and increase your pension payments now and aim to benefit from increased pension savings when you retire. In April 2018 the law is changing and you will need to pay a minimum of 3% of your salary into your pension. Your pension is a long-term investment, its value can go down as well as up and may be worth less than you have paid in. To increase your payments to your pension please contact your HR department CIAB13PO (text in word doc) CIAB13EM Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH.Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. CIAB13PO Standard Life, images reproduced under licence Campaign 14: Flexibility at retirement Pension flexibility Pensions have changed If you re aged 55 or over, you ve now got full flexibility over how you access your pension savings. Standard Life has created some new, simple tools to help you: Retirement Pathfinder gives you a quick snapshot of the choices available to you and how you can make the most of the new rules GEN2034 Retirement Calculator lets you explore and compare all of your retirement options They also have a range of other tools to help you plan your financial future. Pension flexibility Pensions have changed. GEN2459 GEN2035 If you re aged 55 or over, you now have full flexibility over how you access your pension savings. Standard Life has created some new, simple tools to help you make the most of the new rules. To find out more call / visit / speak to TBC For more details call/visit/speak to TBC Remember, you can speak to a financial adviser if you re unsure about anything to do with your workplace pension. You can read more about pension flexibility at: Supporting you 08/09

9 Section 3a Call to action (all campaigns except) 1. Your Standard Life workplace pension website insert URL below Visit 2. Other i.e. Phone / Speak to... i The call to action on campaigns 12 and 14 can t be changed. Please type in your call to action carefully as it will be copied exactly as it is on to your items. Section 3b Call to action for campaign 10 (consolidation) only The call to action for the consolidation campaign should be as per copy supplied. However, If you are an adviser using this campaign and want to supply an alternative call to action, please provide details below Section 4 logo Logo required Logo not required If you require a logo to be added, you ll need to supply it to us in the following format. If you don t, this may cause a delay in the delivery of your items: Maximum Quality (press quality) file created as a Vector Image Saved in any of the following file formats: JPEG, EPS, TIFF Any text within the Logo should be outlined or converted to Paths (this removes any fonts that may appear) The background of the logo should be transparent Thank you for your order Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. GEN Standard Life, images reproduced under licence 09/09