Additional services

Administering pensions and supporting members can be complex. We recognise that a little extra support can make all of the difference. We offer a range of services to help you achieve your goals, from bespoke engagement campaigns to finding members you may have lost touch with.

Support, where and when you need it

Our additional services are available to current clients and those looking for some additional support in a specific area. Download our brochures below for more information about some of the services we provide or contact Nathan Hallums our Head of Commercial Development for more information or a conversation about your needs.


We want to help members understand and value their pension so they can make informed choices throughout their careers and as they prepare for retirement. We do this by making things simple.

Whatever you are looking to achieve, from unique communication campaigns to building engaging websites, our award-winning Communications team will work with you to understand your needs and use best practice to help you and your members achieve better outcomes.

Member and employer training

The pensions industry is changing, and people's finances are becoming increasingly complex. High-quality education can help employers and members to navigate these challenges and make better pensions-related decisions. We've created a number of educational sessions to do just that.

We offer a range of webinar courses covering each key stage of a member's pension journey, from an introduction to pensions to pre-retirement workshops. All of our courses are priced at an extremely competitive rate and help you provide support to your members at a time and place that suits their needs.

Screening and tracing services

We understand the importance of keeping in touch with members and maintaining accurate and up-to-date records.

To help our customers keep their data up to date, we have partnered with LexisNexis Risk Solutions to provide a range of tracing and screening services. Our services include:

  • Deferred member tracing

  • Existence checks

  • Gone-away tracing and address verification

  • Mortality screening

  • Anti-fraud checks

  • How to get in touch

Of course, we would be happy to hear from you if you have any questions at all. Please email Nathan Hallums for further information.