Clear and simple communications

Building a solid future for you is what we’re all about. So we make sure you know how your pension's doing, every step of the way.

Your welcome experience

When you take out a new plan with us, we want you to always feel like you're in safe hands. We automatically send you a note setting out exactly what we're doing to move things forward, the charges you've agreed to pay your adviser and what you can expect to happen next. 

As soon as your first contribution arrives, we'll send out your official welcome material. This will include your plan certificate and plan booklet. We'll also let you know if we're still waiting for some contributions to arrive. 

A modern yearly update

We spoke to real pension savers when creating our yearly statement, to make sure it works for you. 

Packed full of colourful and easy-to-understand visuals, you’ll find what you really need to know to help you plan your future.

​​An earlier retirement conversation

Nowadays, you can access your pension savings in different ways. And we want to help you understand all the options.

That’s why we’ve taken steps to start all our retirement conversations a little bit earlier. Starting five years before your chosen retirement age, you’ll get a new and engaging yearly update from us. It’ll explain where your pension savings are at, and what you might want to think about ahead of retirement. Just to help you get prepared.

A monthly update

You can receive our monthly Pelican Post email newsletter to help you build financial resilience. It provides you with articles and webinars to support your financial education and help you achieve good outcomes.