Enhance member engagement with our communications audit.
Good communication is key to a successful pension scheme.
But making complex financial info clear whilst staying compliant? That’s where our Communication Audit comes in handy. Designed to maximise the potential of your pension scheme’s communications.
We check if your materials are straightforward and free from jargon, making them easy for everyone to understand. Like avoiding overly technical language and ensuring content is broken down into digestible sections.
We ensure your communications meet all the necessary regulatory guidelines. Like verifying that deadlines, reporting requirements, and legal obligations—such as GDPR data protection rules—are met.
We assess how well your communications grab members' attention and motivate them to take action. Like signing up, using self-service options, adjusting contributions, or retiring online.
The benefits of good communications
Clear communication builds trust. It helps members make smart choices about their retirement savings.
Spotting misunderstandings prevents confusion and
cuts down on complaints.
Proactive steps ensure you meet all reporting and disclosure needs.
Engaging content drives member participation and lightens your administrative load.
Our experienced team will carry out a comprehensive review of your entire communications strategy, covering:
To identify a scheme’s principle channels of communication and suitability.
To measure and review scheme samples of communication.
To analyse scheme data segments to understand member needs.
To evaluate content and measure clarity, accuracy and consistency.
To review content to ensure it meets legislative and regulatory requirements whilst being fully understood by all your membership.
A prioritised list of recommendations for improvement, with clear tactics to boost communication clarity, engagement, and the overall member experience.
We use a scoring framework to evaluate your communication, based on key goals like clarity, accessibility, and timeliness.
We analyse member personas to understand their preferred communication methods, information needs, and engagement levels.
We compare your communication approach to industry best practices and regulatory standards.
We identify gaps between your current practices and what members need or what regulations require.