Support for you and your clients
Bringing you the latest insight and resources that can help your client discussions.
Pension Engagement Season 2023
Scottish Widows is proud to be part of Pension Engagement Season again, an industry wide campaign encouraging people to pay their pension some attention. Statistically, people who check their pension regularly retire sooner. To help raise awareness of this with clients, look out for our UK-wide advertising campaign “it pays to know your pension”.
During Pension Engagement Season, we’re committed to continue supporting you and your clients with pension conversations. Together during Pension Engagement Season, we can encourage customers to engage in their pensions and remind them of the importance of getting financial advice. Have a look at the latest insight and resources below that can help your client discussions.
For help with initial conversations with clients who may be vulnerable read our Client Vulnerability Guide (PDF, 2MB). When you have identified a vulnerable client you may need more detailed information to assist you and this can be found in our IDEA Framework Guide (PDF, 2MB). You can also watch our helpful vodcast – Supporting Vulnerable Clients.