10 Tips to Unlock the Potential of your Group Pensions

WhatsApp all scheme members via the PensionsVault Platform two weeks before the end of AVC tax deadline.
Upload an Investment Outlook in January to all your schemes and remind them of your services.
Reduce member queries by uploading all scheme documentation and applications to PensionsVault.
Offer members the unique facility to be able to save ALL their old pensions in ONE place (even overseas pensions).
Market your other services via the PensionsVault platform along with blogs, updates etc.

Help members store all their insurer login credentials in one place with a secure password vault.
Save admin time by setting up the automated scheme calendar to automatically issue member content.
Encourage members to use the self-service facility to add pensions not under your agency.
Save time compiling different projections for multiple pensions by using the Pension Simulators.
Dont lose scheme members when they leave the scheme, provide them with lifetime access to your platform.

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