This September, your monthly campaign coincides with the industry-wide pension engagement initiative. It’s the perfect springboard to get current and future clients thinking about their retirement, and what they can achieve with a little help.
Pick up clients through their pensions
Why this campaign will matter to clients and prospects
Relatable
This is an emotive subject – everyone wants a happy retirement.
Complicated
Pensions can seem complex, but you can help demystify them.
Lack of knowledge
77% of savers don’t know how much they’ll need in retirement[1].
How the campaign can support your success
By raising awareness around common issues like lost pension pots or retirement-related uncertainty, you can help both current and potential clients recognise where they may need help themselves.
Your monthly marketing materials touch on a range of topics, pain points and questions that people might have - and that a pension review with you could answer. They cover things like:
- Finding out how much income they could retire on (and when)
- Seeing if they have any lost pension pots
- Learning how they can grow their pension pot(s) more effectively
Ready to get started? Download everything you need right here
Email and letter content
[1](Source: https://www.retirementlivingstandards.org.uk/details)