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Member communications and education

Trustees and HR professionals will know how difficult it can be to persuade members to be more involved with saving for tomorrow amid the demands of a hectic today.

Gone are the days when an annual newsletter posted out was the only tick in the communications box. At SEI, we make the most of the opportunities that digital technology brings to contact members in person, on the phone, and online to help to build a stronger connection between members and their pension pots..

Content, timing, and tone is key. We aim to be clear, readable, and relevant, so members are receptive at whatever point they have reached with their pensions.

Taking more of an interest means they will see more clearly what’s best for them at whatever stage they have reached. In particular, members over 50 may see they have a greater role to play in visualising what they want their retirement to look like.

Our open banking app, created in conjunction with MoneyHub, can help members take control of their retirement and current spending. It gives members a holistic view of their finances while also allowing them to see how much more money they might put into their retirement fund. The app helps members make smart spending decisions within a budget and lifestyle that works for them. 

Making full use of modern communication techniques—in person, online or by telephone—can help to build a stronger connection between members and their pension pots.

Making retirement easy

Our goal is to only share with members the information that they need, when they need it. From important investment concepts and key features to further reading and calls-to-action, we want to help members build a compelling picture of what their lives may look like after work.

And while there is still a place for a regular newsletter (we absolutely still send them out!), we include calls to action and imbed links to make it easier to carry them out. Our retirement support and communications are constantly evolving in line with the kind of experience members tell us they want – whether that’s information to read, a helpline to call/email or a seminars to attend – all designed to equip members with the information they need, when they need it.

 

This is a marketing communication. 

Speak to an expert today:

DC Director, UK Institutional Group

DC and Sol utions Managing Director, Institutional Group EMEA and Asia

Defined Contribution Director, UK Institutional Group

Important information

This webpage has been created in relation to the SEI Master Trust, an occupational pension scheme which is authorised by the Pensions Regulator. This information is issued and approved by SEI Investments (Europe) Ltd (“SIEL”) 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR. This advert and its contents are directed at persons who have been categorised by SIEL as a Professional Client and is not for further distribution. SIEL is authorised and regulated by the Financial Conduct Authority. While considerable care has been taken to ensure the information contained within this webpage is accurate and up-to-date and complies with relevant legislation and regulations, no warranty is given and no representation is made as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information. The information in this webpage is for general information purposes only and does not constitute investment advice. You should read all the investment information and details on the funds before making investment choices. Please refer to our latest Prospectus (which includes information in relation to the use of derivatives and the risks associated with the use of derivative instruments), Key Investor Information Document, Summary of UCITS Shareholder rights (which includes a summary of the rights that shareholders of our funds have) and the latest Annual or Semi-Annual Reports for more information on our funds, which can be located at Fund Documents (https://seic.com/en-gb/fund-documents). And you should read the terms and conditions contained in the Prospectus (including the risk factors) before making any investment decision. The UCITS may be de-registered for sale in an EEA jurisdiction in accordance with the provisions of the UCITS Directive. If you are in any doubt about whether or how to invest, you should seek independent advice before making any decisions. Investment in the range of the SEI Master Trust’s funds are intended as long-term investments. The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested. This document and its contents are for Institutional Investors only and not for further distribution.