How to successfully communicate with trustees and pension funds

clock • 1 min read

Professional Pension has surveyed scheme trustees and managers about how they prefer to be communicated with. This is what they said...

Communicating with pension schemes is not easy.

First, there are a vast number of such schemes to communicate with, making any such communication difficult. Second, the trustees responsible for the governance of many such schemes conduct their duties largely on a part-time basis, meaning they have limited time in which to engage with their service providers and any marketing communications those providers produce.

As a direct result of this challenge, Professional Pensions decided to survey scheme trustees and managers about how they preferred to be communicated with - using our weekly Pensions Buzz survey to garner responses over the past 12 months.

As part of this study, we looked at a number of different areas - including top tips for winning beauty parades; what trustees and scheme managers believe makes for great customer service in the institutional pensions market; how best to communicate with trustees and managers; and how scheme approaches to corporate hospitality differ.

We hope you find our snapshot research useful - should you have any feedback, or suggestions for questions we should include in future research, please let us know.

Download the full report here.

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