With over 7 million new people saving into a workplace pension the next tasks are to keep clients engaged with you and their plans and to maximise the relationships you have created.
Standard Life is committed to supporting you keep your clients updated with the right message at the right time. We'll also provide help in finding new employers to work with. We have created a suite of campaigns available at no cost for you to use, why not take a look today to see if they can help you.
Prospecting for new clients (downloadable)
Description
Communication to accountancy firms who may act on behalf of their clients, in the selection/administration of workplace pension schemes.
Administration for existing clients (downloadable)
- Fee Holiday Ending
- New AE Minimums
- Re-enrolment Date
- Re-enrolment Date - Employee Communication
- Investment Update
Description
Communication to clients currently benefitting from the fee holiday promotion launched in 2016.
Prospecting for new clients (downloadable)
- Adviser Presentation: Client Facing
- Adviser Presentation: Member Facing
- Get More from you pension
- Email Address Gather
Description
A communication to promote adviser workplace workshops.
Order professionally printed communications (no cost to you)
To order any of the printed material please email B2BComms@standardlife.com.
If you require your and/or your client's logo to be added to a poster, you will need to provide us with a logo file that is suitable for high quality printing and is in the following format:
- Maximum Quality (press quality) file created as vector image then saved as either JPEG, EPS or 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 not be transparent.
You may need to consult your company style guide or the logo designer to obtain a version of your logo suitable for print in the correct format (using a tool such as Adobe Illustrator).
The leaflet cannot be branded with any other logos.
Poster
(click to download)Description
A poster for the employer to deploy, advertising your workplace seminars/presentations, which can carry adviser and employer logos.
