supporting you - standard lifelibrary.adviserzone.com/gen1850.pdf · supporting you 01/09 options...

Supporting you 01/09

Options and flexibilityOur ready to go campaigns can help your employees become better informed and more engaged with their pensions. We would recommend campaigns 1-3 if you’re about to begin the auto-enrolment journey.Campaigns 4-14 are recommended for use at any time. Simple Steps (campaign 4) and Online Servicing (campaign 5) are good campaigns to start with. For a small fee we can change the images on the campaigns to images provided by you, so your employees engage even more. Or if there’s something specific you’d like to tell your employees, please let us know and we can see if we can help you.Speak to your usual Standard Life relationship manager or email us at [email protected]

Auto‑ enrolment

Online servicing

Building awareness

Health Check

Use the tools

Consolidation

Important notes about your order Please complete the following information to help us support you with your request.Return form to [email protected] allow us to progress your order as quickly as possible, please make sure that you detail the required call to action for each campaign where required (section 3a & 3b) and supply your logo in the correct format (detailed in section 4).

Supporting youOrder form – Campaign support


Your order will be dispatched directly to the address above within 5 working days. Email templates and screensavers will be supplied via email. If you require a logo to be printed but don’t include the correct version (see section 4), or if you order a very large amount this may take longer. We’ll send you a confirmation email when we receive your order.

Date ordered (DD/MM/YYYY)

Staging date (if applicable) (DD/MM/YYYY)

Section 1 – Basic information

Contact name

Contact email

Contact number

Scheme name

Scheme number

For the attention of

Address

Postcode


Campaign 2: Countdown campaignOffice version

Posters GEN1657AQuantity

Screensavers GEN1658AQuantity

Non office version

Posters GEN1657BQuantity

Screensavers GEN1658BQuantity

GEN2025A has white space to add your own details. If you would like typeset copy we can do this for a £160.00 fee. Type your poster copy in section 2.

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Section 2 – Please select your campaign by ticking the relevant box(es) and adding in the quantity you require

Campaign 1: Building awareness

Got a jobGot a pensionGot a futureYour new pension is on its way. Being in a workplace pension is the only way of saving for retirement where your employer will give you extra money on top of your salary. Plus, you’ll also get tax benefits from the Government. Sorted.

To find out more speak to your employer or visit standardlife.co.ukRemember, you can speak to a financial adviser if you’re unsure about anything to do with your workplace pension.

Poster CIAB1PO

Got a jobGot a pensionGot a future

To find out more about your new pension speak to your employer or visit standardlife.co.uk

Screensaver CIAB1SS

Email (text in word doc) GEN1656A

Quantity Quantity Quantity

Got a jobGot a pensionGot a future

Your new pension is on its way. Being in a workplace pension is the only way of saving for retirement where your employer will give you extra money on top of your salary. Plus, you’ll also get tax benefits from the Government. Sorted.

Flyer CIAB1FR

Presentation poster CIAB1PO_A

Quantity Quantity

A short talk about your long-termfuture

To hear more about your pension, come along to a presentation:

Presentation poster, add your copy here:


Section 2 – Please select your campaign

Campaign 3: Auto-enrolment

Office version

Poster GEN1660A

Screensaver GEN1661A

Email (text in word doc) GEN1662


Handout with payslip GEN1831A

A5 Flyer handout or deskdrop GEN1983A

Your auto-enrolment staging date

If ordering the payslip handouts, please tell us the month you plan to use with your payslips.Quantity Quantity

Non office version

Poster GEN1660B

Screensaver GEN1661B



Handout with payslip GEN1831B

A5 Flyer handout or deskdrop GEN1983B

Your auto-enrolment staging date

If ordering the payslip handouts, please tell us the month you plan to use with your payslips.

Quantity Quantity

Campaign 4: Simple steps for a future to look forward to

Poster GEN1663

Screensaver GEN1664





Campaign 5: Online servicing

Managing your pension pot online means you will be able to see what money you have saved towards your retirement

Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. www.standardlife.co.uk

CIAB5PO 0217 ©2017 Standard Life, images reproduced under licence.

Employer

Benefitsof tracking your pension online

How you can track your pension online¬ Download the Standard Life app on your phone and tablet

so you can track your pension anywhere

¬ Go online to www.standardlife.co.uk

Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Google Play is a trademark of Google Inc.

Poster CIAB5PO


CIAB5SS 0217 ©2017 Standard Life, images reproduced under licence.

Benefitsof tracking your pension online

How you can track your pension online¬ Download the Standard Life app on your phone and tablet

so you can track your pension anywhere

¬ Go online to www.standardlife.co.uk

Managing your pension pot online means you will be able to see what money you have saved towards your retirement

Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.

Google Play is a trademark of Google Inc.

Screensaver CIAB5SS

Quantity Quantity

Email (text in word doc) CIAB5EM

Flyer CIAB5ZC

Quantity Quantity

Campaign 6: Use the tools

Office version

Poster GEN1674A




Non office version

Poster GEN1674B




¬ Check how much your plan is worth ¬ Update your personal information ¬ Nominate a beneficiary ¬ Get a retirement illustration ¬ Change your selected retirement date ¬ See where your pension is currently invested, and see how it’s performing

¬ View all your pension plan information including payments and statements

¬ Switch funds (for some products) ¬ Make a payment (for some products) ¬ Make a withdrawal from your pension savings from age 55 (for some products)

How to review and manage your pension online

1. Go online at www.standardlife.co.uk to register/login.

2. If you’ve forgotten your details, you can reset them online.

3. If you are having any difficulty, we’re available to help by calling 0345 6060 098 (Mon-Fri 9am-5pm).

Download the Standard Life appon your phone and tablet so you can track your pension

Benefits of tracking your pension onlineManaging your pension pot online means you’ll be able to see what money you have saved towards your retirement.

This means you can plan better and make more informed decisions about your pension.

Go online and choose to go paperless

¬ It’s secure as only you can access your statement

¬ It’s convenient as we’ll email you when your statement is ready to view

¬ It’s environmentally friendly – less paper, less shredding, less recycling


¬ Check how much your plan is worth ¬ Update your personal information ¬ Nominate a beneficiary ¬ Get a retirement illustration ¬ Change your selected retirement date ¬ See where your pension is currently invested, and see how it’s performing ¬ View all your pension plan information including payments and statements ¬ Switch funds (for some products) ¬ Make a payment (for some products) ¬ Make a withdrawal from your pension savings from age 55 (for some products)

How to review and manage your pension online1. Go online at www.standardlife.co.uk to

register/login.




Benefits of tracking your pension onlineManaging your pension pot online means you’ll be able to see what money you have saved towards your retirement.This means you can plan better and make more informed decisions about your pension.






¬ Check how much your plan is worth ¬ Update your personal information ¬ Nominate a beneficiary ¬ Get a retirement illustration ¬ Change your selected retirement date ¬ See where your pension is currently invested, and see how it’s performing


¬ Switch funds (for some products) ¬ Make a payment (for some products) ¬ Make a withdrawal from your pension savings from age 55 (for some products)













¬ Check how much your plan is worth ¬ Update your personal information

¬ Nominate a beneficiary ¬ Get a retirement illustration

¬ Change your selected retirement date ¬ See where your pension is currently invested, and see how it’s performing


¬ Switch funds (for some products) ¬ Make a payment (for some products)

¬ Make a withdrawal from your pension savings from age 55 (for some products)




3. If you are having any difficulty, we’re available to help by

calling 0345 6060 098 (Mon-Fri 9am-5pm).

Download the Standard Life app

on your phone and tablet so you can

track your pension

Benefits of tracking your pension online

Managing your pension pot online means you’ll be able to see what money

you have saved towards your retirement.This means you can plan

better and make more informed decisions

about your pension.

Go online and choose to go paperless ¬ It’s secure as only you can access your statement

¬ It’s convenient as we’ll email you when your statement is

ready to view

¬ It’s environmentally friendly – less paper, less shredding,

less recycling

Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service

mark of Apple Inc. Google Play is a trademark of Google Inc.

¬ Check how much your plan is worth ¬ Update your personal information ¬ Nominate a beneficiary ¬ Get a retirement illustration ¬ Change your selected retirement date ¬ See where your pension is currently invested,

and see how it’s performing ¬ View all your pension plan information including

payments and statements ¬ Switch funds (for some products) ¬ Make a payment (for some products) ¬ Make a withdrawal from your pension savings

from age 55 (for some products)













Your pension plan Managing your Standard Life pension online and on our app

If you have any questions about the online services, call our dedicated team on:

0345 60 60 098Calls may be monitored and/or recorded to protect both you and us and help with our training. Call charges will vary.

Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. www.standardlife.co.ukCIAB5ZC 0317 ©2017 Standard Life, images reproduced under licence





CIAB5ZC 0317 ©2017 Standard Life, images reproduced under licence









CIAB5ZC 0317 ©2017 Standard Life, images reproduced under licence







Campaign 7: Health Check

Are you financially fit?

Employer

Standard Life Financial Health Check tool is a quick and easy way to assess your financial wellbeing and a great way to get tips on how you could improve your financial fitness.

Visit (insert URL)Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH.Standard Life Assurance

Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

CIAB7PO 0117 www.standardlife.co.uk © 2017 Standard Life, images reproduced under licence

Poster CIAB7PO

Are you financially fit?

Standard Life Financial Health Check tool is a quick and easy way to assess your financial wellbeing and a great way to get tips on how you could improve your financial fitness.

Visit (insert URL)

Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH.Standard Life Assurance Limited is authorised by the Prudential Regulation

Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

CIAB7SS 0117 www.standardlife.co.uk © 2017 Standard Life, images reproduced under licence

Screensaver CIAB7SS

Quantity Quantity

How financially fit are you?

Answer just a few questions to get your personalised financial health check.

Take a few minutes to answer some simple questions to get your personalised report full of handy hints and tips.

The report will include: ¬ everyday money ¬ saving and investments ¬ retirement ¬ protection

Standard Life Financial Health Check tool is a quick and easy way to assess your financial wellbeing and a great way to get tips on how you could improve your financial fitness. This report isn’t classed as advice, but is a good way of finding smart ways to make your money work harder for you.

Click the link below to get your report now

“insert link”

Email (text in word doc) CIAB7EMQuantity

Campaign 8: Increasing payments

Office version

Poster GEN1677A


Quantity Quantity


Flyer GEN2107A

Quantity Quantity

Non office version

Poster GEN1677B


Quantity Quantity


Flyer GEN2107B

Quantity Quantity


Campaign 10: Consolidation



Employer

Join 8,000 of our customers who brought their pensions together over the last year.Giving them – one simple plan, one view on retirement, one great deal.Transferring other pensions will not be right for everyone. You need to consider all the facts and decide if it is right for you. If you’re unsure, speak to an adviser. As with any investment the value of your investment can go up or down and may be worth less than was paid in.

All you need to do is call 0345 60 60 835 or visit www.standardlife.com/employerURL

Things make more sensewhen you bring them together

Calls may be monitored and/or recorded to protect you and us, and help with our training. Call charges will vary.

Poster CIAB10PO

Employer

Things make more sense when you bring them together

Join 8,000 of our customers who brought their pensions together over the last year.Giving them – one simple plan, one view on retirement, one great deal.

Transferring other pensions will not be right for everyone. You need to consider all the facts and decide if it is right for you. If you’re unsure, speak to an adviser. As with any investment the value of your investment can go up or down and may be worth less than was paid in.

All you need to do is call 0345 60 60 835 or visit www.standardlife.com/employerURLCalls may be monitored and/or recorded to protect you and us, and help with our training. Call charges will vary.


CIAB10SS 0417 ©2017 Standard Life, images reproduced under licence.

Screensaver CIAB10SS

Quantity Quantity


Things make more sensewhen you bring them together

Employer

Postcard CIAB10PC

Quantity Quantity

If consolidation items are selected, make sure you complete Section 3b.

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Campaign 9: Making a bonus payment

Office version

Poster GEN1884A

Screensaver GEN1885



Non office version

Poster GEN1884B






Campaign 11: Taking control of your investments

Office version

Poster GEN2031A




Non office version

Poster GEN2031B




Campaign 13: Get a head start (auto enrolment increases)

Get a headstart

Why not get a head start and increase your pension payments now and aim to benefit from increased pension savings when you retire.

In April 2018 the law is changing and you will need to pay a minimum of 3% of your salary into your pension.

Your pension is a long-term investment, its value can go down as well as up and may be worth less than you have paid in.

To increase your payments to your pension please contact your HR department

Employer

Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH.Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. CIAB13PO 0517 www.standardlife.co.uk © 2017 Standard Life, images reproduced under licence

Poster CIAB13PO


Quantity Quantity

Campaign 12: ScamSmart2

Investment scammers will use any tactic to take your hard earned cash, check you’re staying scam smart by visiting www.scamsmart.fca.org.uk

ScamSmart

32% of over 75s

22% of over 55s...believe they have been

targeted by an investment scam in the last three years*

££

££

££

£

££

£32,000On average victims lost £32,000** each to investment fraud last year

*YouGov online survey of 1004 GB adults aged 55 and over in social grade ABC1**Figures from action fraud released in October 2016



Employer

Poster CIAB12PO

Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH.Standard Life Assurance Limited is authorised by the Prudential Regulation

Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

CIAB12SS 0217 www.standardlife.co.uk © 2017 Standard Life, images reproduced under licence

2

ScamSmart

32% of over 75s

22% of over 55s...believe they have been

targeted by an investment scam in the last three years*

££

££

££

£

££

£32,000On average victims lost £32,000** each to investment fraud last year

Investment scammers will use any tactic to take your hard earned cash, check you’re staying scam smart by visiting

www.scamsmart.fca.org.uk *YouGov online survey of 1004 GB adults aged 55 and over in social grade ABC1**Figures from action fraud released in October 2016

Screensaver CIAB12SS

Be A ScamSmart Investor

Anyone can be a target of investment fraud, and it is becoming more sophisticated and very difficult to spot. Fraudsters can be articulate and appear financially knowledgeable. They have credible websites, testimonials and materials that can be hard to distinguish from the real thing.

Here are some tips to help you spot the scams and be a ScamSmart investor.

Reject unsolicited calls and check the FCA Warning List ¬ People offering high risk investments or scams will often cold call. Firms regulated by the FCA are very unlikely

to contact you in this way

If you’re called about an investment opportunity, hang up ¬ Callers will pretend they aren’t cold calling you. They may refer to a brochure or email that they have sent you.

Be wary of callers that do the following ¬ Make contact unexpectedly about an investment opportunity, either by phone or email ¬ Apply pressure on you to invest in a time-limited offer, for example, a bonus or discount if you invest before

a set date ¬ Downplay the risk to your money, such as using legal jargon to suggest the investment is very safe ¬ Promise tempting returns that sound too good to be true ¬ Call you repeatedly and stay on the phone a long time ¬ Say the offer is only available to you, or even ask you to not tell anyone else about the opportunity

If you recognise any of these, you have every reason to be suspicious. If you’re suspicious at all do not send any money. Make sure you’re dealing with a reputable company before making any investment decisions.

To find more visit www.scamsmart.fca.org.uk



Campaign 14: Flexibility at retirement

Employer

Pension flexibilityPensions have changedIf you’re aged 55 or over, you’ve now got full flexibility over how you access your pension savings.Standard Life has created some new, simple tools to help you:

¬ Retirement Pathfinder – gives you a quick snapshot of the choices available to you and how you can make the most of the new rules ¬ Retirement Calculator – lets you explore and compare all of your retirement options

They also have a range of other tools to help you plan your financial future.

For more details call/visit/speak to TBC

Remember, you can speak to a financial adviser if you’re unsure about anything to do with your workplace pension.You can read more about pension flexibility at: www.standardlife.co.uk/c1/accounts-and-services/retirement-products.page

Poster GEN2034

Pension flexibility

Pensions have changed.If you’re aged 55 or over, you now have full flexibility over how you access your pension savings.Standard Life has created some new, simple tools to help you make the most of the new rules.

To find out more call / visit / speak to TBC

Employer

Screensaver GEN2459



09/09

Section 3a – Call to action (all campaigns except)

1. Your Standard Life workplace pension website – insert URL below

Visit www.standardlifepensions.com/

2. Other i.e. ‘Phone / Speak to...’

Section 3b – Call to action – for campaign 10 (consolidation) only

The call to action for the consolidation campaign should be as per copy supplied.However, If you are an adviser using this campaign and want to supply an alternative call to action, please provide details below

Section 4 – Employer logo

Logo required Logo not requiredIf you require a logo to be added, you’ll need to supply it to us in the following format. If you don’t, this may cause a delay in the delivery of your items:• Maximum Quality (press quality) file created as a Vector Image• Saved in any of the following file formats: JPEG, EPS, TIFF• Any text within the Logo should be outlined or converted to Paths (this removes any fonts that may appear)• The background of the logo should be transparent

The call to action on campaigns 12 and 14 can’t be changed.

Please type in your call to action carefully as it will be copied exactly as it is on to your items.

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Thank you for your order


GEN1850 0617 ©2017 Standard Life, images reproduced under licence

supporting you - standard lifelibrary.adviserzone.com/gen1850.pdf · supporting you 01/09 options...

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