Pension Decision Service

Faced with arguably the most important financial decision of their lives, your scheme members need your help as they approach retirement.

The Pension Decision Service provides your scheme members with a dedicated Retirement Relationship Manager who will give personal guidance to help them navigate through the key questions on retirement.

So whether you offer a Defined Benefit scheme, a Defined Contribution arrangement, or both, the Pension Decision Service will help ensure your employees make the most from retirement.

See how the Pension Decision Service would help your employees

What our clients say

Skipton Building Society: "JLT provided an engaging and thorough solution to a problem arising due to legislation, which encompassed providing various media for engagement and Retirement Relationship Managers to actually talk to our members. We are very happy with JLT’s Pension Decision team and the service they are providing."

Read Skipton Building Society Case Study

GKN Group: “JLT offer a good service which has encouraged members to understand their alternative options and to provide them with the right information at the right time. The introduction of the call with the Retirement Relationship Manager has also has been widely appreciated by our members.“

Booker Group: “JLT provided an engaging service which allowed members to understand their options and flexibilities and has led to an 8 fold increase in members accessing benefits to provide an alternative solution to their needs and aspirations to make sure they get the best possible outcome for them.“

The five steps to retirement

Making the wrong decision at retirement could cost your scheme members tens of thousands of pounds over the course of their retirement. Our five step guide to retirement highlights some of the obstacles they may face as they try to make the right decision.

JLT Pension Decision Service

 

Did you hear about the 2017 Pension Decision Service bus tour?

In 2017 we hired a double decker bus and took our Pension Decision Service on the road. We visited four of our clients in three days, before stopping outside the Pension and Lifetime Saving Association’s Annual Conference and Exhibition in Liverpool.

In doing so, as one of our visitors put it, we really took the discussion about retirement and pensions to the people.  

Read more about the Pension Decision Service tour