Employee Pension Materials

Helping employees to plan for their future

Your workplace pension scheme members will have hopes, dreams and aspirations for their retirement. It might be next year, or in several years' time, but whenever it is, sensible planning is essential.

As an employer you play an important role in educating your employees on the importance of having a pension and managing it carefully. We want to support employees the best we can throughout their retirement journey — from the planning stages to taking their pension, and everything in between.

Engaging scheme members about their workplace pension

All our email templates are designed for you to use with My Money schemes. This is a scheme number starting with N or a plan number starting with GS.

These email templates have been approved for use with scheme members in their current form.

Simply click on the link to download the email template you’d like to use and save this to your computer. When you’re ready to send, open up the email file, add the recipient’s email address and click the send button. 

Getting started and registration

The journey to retirement with Aviva starts here. And My Money is a great way for employees to start understanding and taking control of their pension.

Welcome to Aviva

The journey to retirement with Aviva starts here…

This simple email presents a short two-minute video which introduces the new workplace pension scheme and what members can expect now that they have started contributing into their pension.

This email template can be used with pension schemes on all of Aviva's platforms.

Digital access to My Money

My Money offers employees quick, easy and secure access to their pension online, giving them the ability to check, track, understand and change it if they want to.

Helping members understand their pension

For members, getting to know their pension can make all the difference to their future.

Pensions 101

We've made a short, simple video to make everything clear, which means members don't have to read pages of information to get to grips with how their pension works

 

Beneficiary set up

This email explains how a member can leave the value of their pension pot to a loved one should they die before they reach retirement.

Lifetime allowance

Government regulation on pensions change from time to time. We want to make sure your employees are updated with information on the Lifetime Allowance and future changes to the age at which they can access their money.

Pension options at 55

More pension options are available at age 55 than ever before. We've created this email template to briefly explain the pension options available to members when they reach the age of 55.

 

Investing for the future

As part of being automatically enrolled into a workplace pension scheme with Aviva, employees are automatically enrolled in the default investment solution.  

Investment awareness

Employees are automatically enrolled in the default investment solution – but what does this really mean?

This email template shows the investment options available to members. 

Setting a retirement date

Our lifestyle investment programmes change and adapt investment portfolios as a member approaches their retirement date.

This email goes through the benefits of setting up a retirement date for members.

Pension power

Pensions have the power to change the world for the better. We’ve created a hub where your members can learn more about responsible investing.

Pension Planning: Picturing the future

We're here to help employees understand how they can make the most of their years of hard work and turn a pension pot into the retirement they want.

These emails introduce short videos which looks at the difference taking a proactive approach to retirement planning can make. 

Early career

Picturing retirement can be a daunting prospect, especially when you've only just started your career. But acting early can make a real difference later down the line.

Mid career

It's easy to forget about a pension but checking the value of a pension pot now and making some small adjustments can put members on the right track for the retirement they want.

Late career

There are a number of options available to members nearing retirement. This video takes a look at what retirement could be like with the pension pot a member has and what they have to look forward to.

Taking control and pension growth

Employees have put in the hours to build up a pension pot, now's the time to make the most of it.

Pension consolidation

This pension consolidation email encourages members to consider whether combining their pensions into one pot could be the right thing for them. It highlights the benefits of consolidating pensions and links to a video of the things to consider before making a decision about whether to transfer.

Bonus exchange

Pension scheme members who are due to receive a bonus payment could make a one-off payment into their pension in a tax-efficient way.