Who reads their pension statements? Well, Scottish Widows found that not many people did. And that was hardly surprising, given that in the main, they were difficult to read and navigate, with all the relevant information hidden away and hard to find.
However, these are important documents containing important information, and ignoring them could damage your long-term financial future. What to do?
Our solution was, quite simply, simple: we simplified the statements, making them easy to read and easy to navigate.
At a glance, you could see what you, your employer, and the taxman had paid in. You could see what your pension was worth last year, this year, and the difference between the two. You could also see by how much your pension could grow, and what income it could give you when you retire. Put simply, a very clear statement indeed.