From 1 October 2022, trustees and managers of auto-enrolment defined contribution (DC) schemes will be required to issue two-page simpler annual pension statements to members.

Developed using 25+ years of pension communications expertise, our easy-to-use digital platform has been designed to help those responsible deliver the new format in a hassle-free, quick and compliant manner – plus, it ensures that the requirements around Plain English and consistency of message are met in a creative and engaging way.

Helping you deliver the new simpler annual pension statements to your members

A customisable design

While 100% compliant with the Government’s statutory simpler annual statement guidance, our fully accessible digital template allows you to incorporate your own logo and brand colours, while giving you the freedom to deliver additional information that might benefit your members too – information about your defined benefits (DB) scheme, for example.

Helping you deliver the new simpler annual pension statements to your members
Helping you deliver the new simpler annual pension statements to your members

An easy-to-use solution

Our digital platform helps you create your simpler annual pension statements in three easy steps:

  1. Answer a few questions to help us create your simpler annual statement template
  2. Share your member data via our secure and GDPR-compliant portal
  3. Choose how to deliver your documents – print and digital formats will be ready to send out to print or directly to your members in just a few days! Plus, our delivery processes are aligned with ISO27001 requirements.

A multi-platform option

Our innovative solution gives you delivery options too – you can choose to:

  • produce print-ready statements to send to your members by post;
  • ask us to manage the printing and delivery process on your behalf; or
  • provide members with a dedicated online platform where they can securely register to access, download or print their annual statements at a time that suits them.
Helping you deliver the new simpler annual pension statements to your members
Helping you deliver the new simpler annual pension statements to your members

Pricing to suit the size of your scheme

Our digital platform allows you to deliver your statements in a cost-effective way, while giving you the option to save on print costs too. Pricing starts from as low as £2,500 for set-up (a one-off cost), with an annual fee based on your membership size.

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