We have created a series of member ‘journeys’ for you to use with members. They have been designed to act as a quick guide for different pensions events which you can print out to give to members or send them a link to the journey they need. They provide an overview of the information members need to read, which forms to complete and next steps. So far we have produced journeys for:
- How to get an estimate
- Opting out of the Scheme
- Getting a refund
- Transferring out of the Scheme
- Making a nomination
They are available in the employer resources area of our website.