SMS for hard to reach members
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Sometimes our emails and letters to scheme members get ignored, or they fail to reach their destination. SMS provides an additional channel for important service messages.
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Imagery is work-in-progress. The final product may be different.
The challenge
Lost pensions are a common problem in the pension industry. Members often lose track of their pensions and fail to use them in retirement. To mitigate this, efforts should be made to ensure communications actually reach the intended recipients. SMS text messages are known to have a good conversion rate (i.e. people tend to respond to them).
The hypothesis
We believe that SMS messages will provide an effective channel for important service messages, particularly if paired with web pages designed to build trust and answer common questions.
What next
We are in the process of preparing to run a closed beta trial with 5,000 scheme members. Conversion rates will be compared against email.
More beta features
Now testing
Animated pension walkthrough
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Gives members an overview of their pension figures, with a voice over and fun graphics.
Now testing
Coming soon
Animated pension walkthrough
Gives members an overview of their pension figures, with a voice over and fun graphics.
Now testing
Retirement planner
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Members answer some questions and get a projected retirement income, including all of their personal finances.
Now testing
Coming soon
Retirement planner
Members answer some questions and get a projected retirement income, including all of their personal finances.
Now testing
Expression of wish
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Lets members choose who gets their pension if they die, and briefly explains how the law works in the UK.
Now testing
Coming soon
Expression of wish
Lets members choose who gets their pension if they die, and briefly explains how the law works in the UK.
Now testing
Branching pension walkthrough
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Shows members a breakdown of their pension in small bite-sized chunks using branching logic.
Now testing
Coming soon
Branching pension walkthrough
Shows members a breakdown of their pension in small bite-sized chunks using branching logic.
Now testing
Sign in helper
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Helps members sign in to their pension accounts if they’ve forgotten their credentials.
Now testing
Coming soon
Sign in helper
Helps members sign in to their pension accounts if they’ve forgotten their credentials.
Now testing
Review pension performance
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Allows members to look at charts and tables depicting the performance of their investments.
Now testing
Coming soon
Review pension performance
Allows members to look at charts and tables depicting the performance of their investments.
Now testing
Review personal details
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Helps members check their personal details and verify that their contact information is correct.
Now testing
Coming soon
Review personal details
Helps members check their personal details and verify that their contact information is correct.