Independent Governance Group
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Case Studies

Improving employee communication

06 August 2022

The client

A City-based media company with around 3,000 members in a closed defined benefit pension scheme.

The problem

Employee communication

The trustees were concerned that their communications with members had fallen into an annual cycle of a trustee newsletter and benefit statements for some members. Feedback from employees was that the scheme communication was seen as too technical and unengaging.

The solution

We sat down with the scheme administrators and over the course of six months developed a bespoke web portal which now enables members to access their data 24/7, update changes of address or expression of wish forms and most importantly carry out ‘what if’ calculations. The web portal is now used by pensioners to access their payslip and P60 certificates.

The Trustees annual newsletter is posted to members as well as hosted on a website although this will be considered again in the light of member feedback.

Videos’ have been added to the web portal which cover topics such as the pension awareness on scammers who are after stealing members’ hard earned pensions and understanding investment risk.

A survey of scheme members has shown that member engagement levels have soared and postage costs have fallen as members can now do more for themselves.

What's New?

13 May 2025

Helping with the challenges of running a DB scheme

How we encouraged innovative and collaborative solutions to overcome conflict between key stakeholders.

READ MORE

30 Apr 2025

How to do four buy-ins in four months

In just four months, the PACE pension scheme de-risked over £2.75bn of liabilities through a series of swift buy-in transactions, enabled by proactive governance and market agility despite the onset of Covid-19.

READ MORE

23 Apr 2025

Small Scheme Bulk Annuity Purchase

Working with our wider adviser contacts and their consolidation services offering we successfully completed a buy-in December 2019, moving to full buy-out in February 2020.

READ MORE

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ADDRESS

4th Floor Cannon Place
78 Cannon Street
London
EC4N 6HL

CONTACT

T: +44 (0)20 4599 7299
E: info@weareigg.com

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Independent Governance Group ("IGG") is the trading name of Ross Trustees Services Limited (07904277), Independent Trustee Services Limited (02567540), Independent Trustee Limited (02473669), Clarity Trustees Limited (12470917), Leadenhall Independent Trustees Limited (02303944) all registered in England and Wales. Registered office address: 4th Floor Cannon Place, 78 Cannon Street, London EC4N 6HL. IC Select Limited (SC331180). Registered office address: DWF LLP, 103 Waterloo Street, Glasgow G2 7BW.

© 2025 Hamsard 3776 Limited, Ross Trustees Services Limited & Independent Trustee Services Limited. All Rights Reserved.

We are audited annually as set out in the Relevant Trustee Supplement to ICAEW AAF 02/07 to support our inclusion in the TPR’s Independent Trustee Register.

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