How Does Penfold Support Your Workplace Pension Switch?

Thursday 4th July, 2024

All the resources you need to communicate a switch with your clients

If you’re here, you likely already know how easy it is to upgrade your workplace pension scheme. And how much of a bonus a modern provider could be for you, your clients and their employees.

But you might not be aware that the benefits don’t stop there. Our account managers can also help you with another essential part of switching workplace pension providers: communicating with your clients.

How exactly can we help? Here are just a few ways:

Email templates to save you time

If you’re reaching out to your clients by email, we have a variety of introductory email templates to suit businesses of all sizes at any point in their pension journey. So, you can choose the one best suited to your client’s needs.

Our templates are easy to personalise, so even if you’re getting in touch with a lot of your clients at the same time, you can ensure they still feel valued.

Take a look at one of our example templates:

Email subject line and text on a green background

Handy resources for your clients

To help your clients get to know Penfold, we have helpful 5-minute guides you can pass onto your clients and their employees. Whether it’s the essential guide to Penfold, our platform product brochure or more about our sustainable pension plan, we’ve got you covered.

And if your clients already have a pension, they can easily compare their current provider to Penfold with our comparison pages. Or you can ask your account manager for a bespoke PDF version.

Here's a sneak peek of our essential guide to Penfold:

A screenshot of Essential Guide: Introducing Penfold

Hold up! Can I recommend a workplace pension provider to my clients?

Yes! Advising employers on workplace pension scheme selection is not regulated advice. So, you can assist your clients by providing information, comparing schemes and making recommendations.

Introductory webinars and FAQ sessions

It’s not all emails and PDFs, our account managers can also help communicate with your clients in online sessions and in-person events.

If you’d like, we can meet with your clients to get to know them and explain what we’re all about, sharing more about Penfold’s mission and demonstrating our platform and savers app.

We also offer salary sacrifice workshops, including help to calculate potential savings, and regular drop-in FAQ sessions for new clients to talk through workplace pensions.