Employee Communications

When setting up a DC plan, employees need to be provided with clear and accessible communications. Our dedicated DC Communications and Education Team develops a range of education and communication solutions to meet the initial and ongoing requirements of plan sponsors and members.

By virtue of our strong retail investment heritage, Fidelity can provide a range of media and investment tools.

Printed materials

Plan booklet: a bespoke booklet tailored with plan specific information and incorporating company logos
Plan information leaflet and enrolment forms
Fund factsheets: available for each fund, including details on the fund manager, investment style, risk profile and charges
Topical factsheets: a comprehensive range of factsheets including 'A guide to contracting out' and 'A guide to tax relief on pension contributions'
Investor profile questionnaire: designed to help members assess their circumstances, the type of investor they are and their attitude to risk
Posters and flyers: to use in offices to raise awareness and encourage saving for retirement
Retirement Matters newsletter: covering pension industry news, educational pieces and useful tips
Performance statements: detailing information relating to the range of funds available to members
Benefit statements: produced annually, summarising the total pension benefits relating to the member

Face-to-face presentations

These form a key part of the communication and education programme. Presentations are co-ordinated and led by one of our communication specialists and can be made available also as audio enabled presentations on CD ROM or online

'Train the trainer' workshops, with supporting presentational slides and notes, allowing HR teams to deliver the pensions’ message throughout the organisation

Interactive retirement planning tools

Fidelity offers online tools that can help your employees to make important decisions that can affect their retirement. The tools and our ‘what if calculator’ can be accessed via our Pensions website - www.fidelitypensions.co.uk

Other media

Online/CD-ROM enrolment packs: As well as printed versions, we can also provide enrolment packs online or on a CD-ROM.
Technology Enabled Learning: A range of online presentations and interactive quizzes covering common pension planning subjects.