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Ross Trustees

Case Studies

How improving employee communication resulted in better engagement in the pension scheme

06 August 2022

The client

A City-based media company with around 3,000 members in a closed defined benefit pension scheme.

The problem

Employee communication

The trustees were concerned that their communications with members had fallen into an annual cycle of a trustee newsletter and benefit statements for some members. Feedback from employees was that the scheme communication was seen as too technical and unengaging.

The solution

We sat down with the scheme administrators and over the course of six months developed a bespoke web portal which now enables members to access their data 24/7, update changes of address or expression of wish forms and most importantly carry out ‘what if’ calculations. The web portal is now used by pensioners to access their payslip and P60 certificates.

The Trustees annual newsletter is posted to members as well as hosted on a website although this will be considered again in the light of member feedback.

Videos’ have been added to the web portal which cover topics such as the pension awareness on scammers who are after stealing members’ hard earned pensions and understanding investment risk.

A survey of scheme members has shown that member engagement levels have soared and postage costs have fallen as members can now do more for themselves.

WHAT'S NEW?

15 Dec 2022

Happy birthday…to us!

We spoke to three of our most long-standing employees.

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06 Dec 2022

Recruitment challenges leave large employers at risk from pensions management skills gap

In-house pensions managers are a crucial but often overlooked role within a company.

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21 Nov 2022

Ross Trustees secures trio of strategic hires

Three new hires join Ross Trustees.

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Ross Trustees Services Limited (company registration number 07904277) and Ross Corporate Services Limited (company registration number 07104969) are registered in England and Wales.
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